Carson Wealth (CWM LLC)’s Parametric Hedged Equity ETF PHEQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$228K	Buy	+7,146	New	+$232K	﹤0.01%	2618

Other funds holding PHEQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Parametric Hedged Equity ETF (PHEQ) in Q1 2026: 7,146 shares worth $228K. The stake represents ﹤0.01% of the portfolio and ranks #2618 among its holdings.

18 funds tracked by Wall St. Rank hold PHEQ as of Q1 2026.

Carson Wealth (CWM LLC) held 7,146 shares of Parametric Hedged Equity ETF worth $228K as of Q1 2026.
Parametric Hedged Equity ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
Parametric Hedged Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2618 holding.
18 funds tracked by Wall St. Rank held Parametric Hedged Equity ETF as of Q1 2026.

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