Carson Wealth (CWM LLC)
MLN icon

Carson Wealth (CWM LLC)’s VanEck Long Muni ETF MLN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MLN Stock Details MLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27.3K Buy
1,567
+10
+0.6% +$176 ﹤0.01% 4232
2025
Q4 		$27K Sell
1,557
-316
-17% -$5.56K ﹤0.01% 4003
2025
Q3 		$33K Buy
1,873
+350
+23% +$5.92K ﹤0.01% 3819
2025
Q2 		$26K Buy
1,523
+14
+0.9% +$237 ﹤0.01% 3743
2025
Q1 		$26K Buy
1,509
+9
+0.6% +$159 ﹤0.01% 3492
2024
Q4 		$27K Buy
1,500
+18
+1% +$324 ﹤0.01% 3243
2024
Q3 		$27K Buy
1,482
+13
+0.9% +$235 ﹤0.01% 3179
2024
Q2 		$26K Buy
1,469
+13
+0.9% +$231 ﹤0.01% 2945
2024
Q1 		$26K Buy
1,456
+13
+0.9% +$234 ﹤0.01% 2735
2023
Q4 		$26K Buy
1,443
+13
+0.9% +$223 ﹤0.01% 2599
2023
Q3 		$24K Sell
1,430
-628
-31% -$11K ﹤0.01% 2568
2023
Q2 		$37K Buy
2,058
+1,962
+2,044% +$35.1K ﹤0.01% 2212
2023
Q1 		$2K Buy
+96
New +$1.71K ﹤0.01% 3674
2019
Q1 		– Sell
-164
Closed -$3K – 3153
2018
Q4 		$3K Sell
164
-34
-17% -$654 ﹤0.01% 1668
2018
Q3 		$4K Buy
+198
New +$3.9K ﹤0.01% 1402

Other funds holding MLN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its VanEck Long Muni ETF (MLN) stake by 0.64% in Q1 2026, buying an estimated $176 and bringing the position to 1,567 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4232.

Carson Wealth (CWM LLC) first reported a position in MLN in Q3 2018 and has held it in 15 quarters since. The position peaked at $37K in Q2 2023. 133 funds tracked by Wall St. Rank hold MLN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,567 shares of VanEck Long Muni ETF worth $27.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 10 VanEck Long Muni ETF shares in Q1 2026, an estimated $176.
  • VanEck Long Muni ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4232 holding.
  • Carson Wealth (CWM LLC) first reported a position in VanEck Long Muni ETF in Q3 2018 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s VanEck Long Muni ETF position peaked at $37K in Q2 2023.
  • 133 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q1 2026.

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