Carson Wealth (CWM LLC)’s Defiance Leveraged Long Income MSTR ETF MST Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MST Stock Details MST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.73K	Buy	84 +30	+56%	+$934	﹤0.01%	5312
2025 Q4	$2K	Buy	54 +14	+35%	+$1.68K	﹤0.01%	5156
2025 Q3	$10K	Buy	+40	New	+$15.5K	﹤0.01%	4504

Other funds holding MST

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Defiance Leveraged Long Income MSTR ETF (MST) stake by 56% in Q1 2026, buying an estimated $934 and bringing the position to 84 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #5312.

Carson Wealth (CWM LLC) first reported a position in MST in Q3 2025 and has held it in 3 quarters since. The position peaked at $10K in Q3 2025. 3 funds tracked by Wall St. Rank hold MST as of Q1 2026.

Carson Wealth (CWM LLC) held 84 shares of Defiance Leveraged Long Income MSTR ETF worth $1.73K as of Q1 2026.
Carson Wealth (CWM LLC) bought 30 Defiance Leveraged Long Income MSTR ETF shares in Q1 2026, an estimated $934.
Defiance Leveraged Long Income MSTR ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5312 holding.
Carson Wealth (CWM LLC) first reported a position in Defiance Leveraged Long Income MSTR ETF in Q3 2025 and has held it in 3 quarters since.
Carson Wealth (CWM LLC)'s Defiance Leveraged Long Income MSTR ETF position peaked at $10K in Q3 2025.
3 funds tracked by Wall St. Rank held Defiance Leveraged Long Income MSTR ETF as of Q1 2026.

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