Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Pacer US Export Leaders ETF PEXL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PEXL Stock Details PEXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.42M Sell
58,258
-3,820
-6% -$236K 0.01% 963
2025
Q4 		$3.79M Sell
62,078
-18,071
-23% -$1.07M 0.01% 891
2025
Q3 		$4.6M Buy
+80,149
New +$4.39M 0.01% 754

Other funds holding PEXL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
TFS
Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VH
Visionary Horizons Knoxville, Tennessee $239M AUM 22.35% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Pacer US Export Leaders ETF (PEXL) stake by 6.2% in Q1 2026, selling an estimated $236K and leaving 58,258 shares worth $3.42M. The position accounts for 0.01% of the portfolio, ranked #963.

Carson Wealth (CWM LLC) first reported a position in PEXL in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.6M in Q3 2025. 25 funds tracked by Wall St. Rank hold PEXL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 58,258 shares of Pacer US Export Leaders ETF worth $3.42M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 3,820 Pacer US Export Leaders ETF shares in Q1 2026, an estimated $236K.
  • Pacer US Export Leaders ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #963 holding.
  • Carson Wealth (CWM LLC) first reported a position in Pacer US Export Leaders ETF in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Pacer US Export Leaders ETF position peaked at $4.6M in Q3 2025.
  • 25 funds tracked by Wall St. Rank held Pacer US Export Leaders ETF as of Q1 2026.

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