Carson Wealth (CWM LLC)
MSTX

Carson Wealth (CWM LLC)’s Defiance Daily Target 2x Long MSTR ETF MSTX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MSTX Stock Details MSTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-187
Closed -$7K – 5821
2025
Q4 		$7K Buy
+187
New +$20.3K ﹤0.01% 4721

Other funds holding MSTX

SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return
GFG
Genesis Financial Group Paramus, New Jersey $154M AUM

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

Carson Wealth (CWM LLC) sold out of Defiance Daily Target 2x Long MSTR ETF (MSTX) in Q1 2026, closing a stake of 187 shares — an estimated $7K sold.

Carson Wealth (CWM LLC) first reported a position in MSTX in Q4 2025 and held it in 1 quarter. The position peaked at $7K in Q4 2025. 25 funds tracked by Wall St. Rank hold MSTX as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Defiance Daily Target 2x Long MSTR ETF position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 187 Defiance Daily Target 2x Long MSTR ETF shares in Q1 2026, an estimated $7K.
  • Carson Wealth (CWM LLC) first reported a position in Defiance Daily Target 2x Long MSTR ETF in Q4 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Defiance Daily Target 2x Long MSTR ETF position peaked at $7K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held Defiance Daily Target 2x Long MSTR ETF as of Q1 2026.

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