Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s State Street SPDR Russell 1000 Low Volatility Focus ETF ONEV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ONEV Stock Details ONEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.5K Buy
168
+1
+0.6% +$138 ﹤0.01% 4334
2025
Q4 		$22K Buy
167
+1
+0.6% +$133 ﹤0.01% 4127
2025
Q3 		$22K Buy
166
+1
+0.6% +$132 ﹤0.01% 4074
2025
Q2 		$21K Sell
165
-100
-38% -$12.5K ﹤0.01% 3880
2025
Q1 		$34K Buy
265
+19
+8% +$2.42K ﹤0.01% 3292
2024
Q4 		$31K Sell
246
-18
-7% -$2.34K ﹤0.01% 3152
2024
Q3 		$34K Buy
264
+1
+0.4% +$124 ﹤0.01% 2996
2024
Q2 		$31K Sell
263
-96
-27% -$11.5K ﹤0.01% 2819
2024
Q1 		$45K Sell
359
-27
-7% -$3.16K ﹤0.01% 2361
2023
Q4 		$44K Buy
386
+2
+0.5% +$214 ﹤0.01% 2249
2023
Q3 		$40K Sell
384
-39
-9% -$4.25K ﹤0.01% 2209
2023
Q2 		$46K Sell
423
-24
-5% -$2.52K ﹤0.01% 2059
2023
Q1 		$47K Sell
447
-63
-12% -$6.68K ﹤0.01% 1909
2022
Q4 		$53K Sell
510
-50
-9% -$5.07K ﹤0.01% 1698
2022
Q3 		$51K Sell
560
-403
-42% -$41K ﹤0.01% 1646
2022
Q2 		$94K Sell
963
-252
-21% -$26.2K ﹤0.01% 1338
2022
Q1 		$133K Buy
+1,215
New +$131K ﹤0.01% 1213

Other funds holding ONEV

APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Coral Wealth Management Miami, Florida $89.4M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) stake by 0.6% in Q1 2026, buying an estimated $138 and bringing the position to 168 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4334.

Carson Wealth (CWM LLC) first reported a position in ONEV in Q1 2022 and has held it in 17 quarters since. The position peaked at $133K in Q1 2022. 85 funds tracked by Wall St. Rank hold ONEV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 168 shares of State Street SPDR Russell 1000 Low Volatility Focus ETF worth $22.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1 State Street SPDR Russell 1000 Low Volatility Focus ETF share in Q1 2026, an estimated $138.
  • State Street SPDR Russell 1000 Low Volatility Focus ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4334 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF in Q1 2022 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s State Street SPDR Russell 1000 Low Volatility Focus ETF position peaked at $133K in Q1 2022.
  • 85 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q1 2026.

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