Carson Wealth (CWM LLC)’s American Century Multisector Income ETF MUSI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$59.8K	Hold	1,367	–	–	﹤0.01%	3675
2025 Q4	$60K	Hold	1,367	–	–	﹤0.01%	3465
2025 Q3	$61K	Hold	1,367	–	–	﹤0.01%	3363
2025 Q2	$60K	Hold	1,367	–	–	﹤0.01%	3127
2025 Q1	$60K	Hold	1,367	–	–	﹤0.01%	2826
2024 Q4	$59K	Hold	1,367	–	–	﹤0.01%	2679
2024 Q3	$61K	Hold	1,367	–	–	﹤0.01%	2551
2024 Q2	$59K	Hold	1,367	–	–	﹤0.01%	2356
2024 Q1	$59K	Buy	1,367 +204	+18%	+$8.84K	﹤0.01%	2194
2023 Q4	$51K	Buy	+1,163	New	+$48.9K	﹤0.01%	2170

Other funds holding MUSI

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $316M AUM

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its American Century Multisector Income ETF (MUSI) position steady in Q1 2026 at 1,367 shares worth $59.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3675.

Carson Wealth (CWM LLC) first reported a position in MUSI in Q4 2023 and has held it in 10 quarters since. The position peaked at $61K in Q3 2025. 31 funds tracked by Wall St. Rank hold MUSI as of Q1 2026.

Carson Wealth (CWM LLC) held 1,367 shares of American Century Multisector Income ETF worth $59.8K as of Q1 2026.
Carson Wealth (CWM LLC) left its American Century Multisector Income ETF share count unchanged in Q1 2026.
American Century Multisector Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3675 holding.
Carson Wealth (CWM LLC) first reported a position in American Century Multisector Income ETF in Q4 2023 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s American Century Multisector Income ETF position peaked at $61K in Q3 2025.
31 funds tracked by Wall St. Rank held American Century Multisector Income ETF as of Q1 2026.

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