Carson Wealth (CWM LLC)’s Direxion Dailly PLTR Bear 1X ETF PLTD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.15K	Buy	+153	New	+$1.15K	﹤0.01%	5377

Other funds holding PLTD

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CFIM

Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

TSS

Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Direxion Dailly PLTR Bear 1X ETF (PLTD) in Q1 2026: 153 shares worth $1.15K. The stake represents ﹤0.01% of the portfolio and ranks #5377 among its holdings.

14 funds tracked by Wall St. Rank hold PLTD as of Q1 2026.

Carson Wealth (CWM LLC) held 153 shares of Direxion Dailly PLTR Bear 1X ETF worth $1.15K as of Q1 2026.
Direxion Dailly PLTR Bear 1X ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
Direxion Dailly PLTR Bear 1X ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5377 holding.
14 funds tracked by Wall St. Rank held Direxion Dailly PLTR Bear 1X ETF as of Q1 2026.

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