Carson Wealth (CWM LLC)
MJ icon

Carson Wealth (CWM LLC)’s Amplify Alternative Harvest ETF MJ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MJ Stock Details MJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.06K Buy
133
+6
+5% +$159 ﹤0.01% 5177
2025
Q4 		$4K Buy
127
+25
+25% +$793 ﹤0.01% 4903
2025
Q3 		$4K Sell
102
-12
-11% -$335 ﹤0.01% 4829
2025
Q2 		$2K Sell
114
-29
-20% -$547 ﹤0.01% 4898
2025
Q1 		$3K Sell
143
-4
-3% -$95 ﹤0.01% 4650
2024
Q4 		$4K Hold
147
– – ﹤0.01% 4331
2024
Q3 		$6K Buy
147
+14
+11% +$571 ﹤0.01% 4013
2024
Q2 		$5K Sell
133
-15
-10% -$700 ﹤0.01% 3880
2024
Q1 		$7K Sell
148
-46
-24% -$1.95K ﹤0.01% 3522
2023
Q4 		$8K Sell
194
-826
-81% -$31.1K ﹤0.01% 3292
2023
Q3 		$45K Buy
1,020
+2
+0.2% +$81 ﹤0.01% 2123
2023
Q2 		$37K Sell
1,018
-157
-13% -$6.04K ﹤0.01% 2211
2023
Q1 		$50K Sell
1,175
-24
-2% -$1.19K ﹤0.01% 1875
2022
Q4 		$61K Sell
1,199
-572
-32% -$35.4K ﹤0.01% 1622
2022
Q3 		$98K Sell
1,771
-23
-1% -$1.59K ﹤0.01% 1336
2022
Q2 		$125K Sell
1,794
-24
-1% -$2.22K ﹤0.01% 1226
2022
Q1 		$226K Buy
1,818
+48
+3% +$5.77K ﹤0.01% 995
2021
Q4 		$235K Buy
+1,770
New +$279K ﹤0.01% 955
2021
Q2 		$459K Hold
1,857
– – ﹤0.01% 695
2021
Q1 		$459K Hold
1,857
– – ﹤0.01% 695
2020
Q4 		$459K Hold
1,857
– – ﹤0.01% 695
2020
Q3 		$459K Hold
1,857
– – ﹤0.01% 695
2020
Q2 		$459K Hold
1,857
– – ﹤0.01% 695
2020
Q1 		$459K Hold
1,857
– – ﹤0.01% 695
2019
Q4 		$459K Hold
1,857
– – ﹤0.01% 695
2019
Q3 		$459K Hold
1,857
– – ﹤0.01% 695
2019
Q2 		$459K Hold
1,857
– – ﹤0.01% 695
2019
Q1 		$459K Buy
1,857
+1,109
+148% +$457K ﹤0.01% 695
2018
Q4 		$224K Buy
748
+110
+17% +$41.9K 0.01% 576
2018
Q3 		$307K Buy
638
+428
+204% +$161K 0.01% 441
2018
Q2 		$74K Buy
210
+207
+6,900% +$73.4K ﹤0.01% 568
2018
Q1 		$1K Buy
+3
New +$1.21K ﹤0.01% 1300

Other funds holding MJ

OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MJ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Amplify Alternative Harvest ETF (MJ) stake by 4.7% in Q1 2026, buying an estimated $159 and bringing the position to 133 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #5177.

Carson Wealth (CWM LLC) first reported a position in MJ in Q1 2018 and has held it in 32 quarters since. The position peaked at $459K in Q2 2021. 113 funds tracked by Wall St. Rank hold MJ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 133 shares of Amplify Alternative Harvest ETF worth $3.06K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6 Amplify Alternative Harvest ETF shares in Q1 2026, an estimated $159.
  • Amplify Alternative Harvest ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5177 holding.
  • Carson Wealth (CWM LLC) first reported a position in Amplify Alternative Harvest ETF in Q1 2018 and has held it in 32 quarters since.
  • Carson Wealth (CWM LLC)'s Amplify Alternative Harvest ETF position peaked at $459K in Q2 2021.
  • 113 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.