Carson Wealth (CWM LLC)
NVA

Carson Wealth (CWM LLC)’s Nova Minerals Corp NVA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NVA Stock Details NVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,250
Closed -$3K – 5609
2025
Q2 		$3K Hold
1,250
– – ﹤0.01% 4835
2025
Q1 		$3K Hold
1,250
– – ﹤0.01% 4712
2024
Q4 		$3K Buy
+1,250
New +$2.31K ﹤0.01% 4481

Other funds holding NVA

Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
AE
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NVA Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Nova Minerals Corp (NVA) in Q3 2025, closing a stake of 1,250 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in NVA in Q4 2024 and held it in 3 quarters. The position peaked at $3K in Q2 2025. 12 funds tracked by Wall St. Rank hold NVA as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining Nova Minerals Corp position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,250 Nova Minerals Corp shares in Q3 2025, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in Nova Minerals Corp in Q4 2024 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Nova Minerals Corp position peaked at $3K in Q2 2025.
  • 12 funds tracked by Wall St. Rank held Nova Minerals Corp as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.