Carson Wealth (CWM LLC)
QARP icon

Carson Wealth (CWM LLC)’s Xtrackers Russell 1000 US Quality at a Reasonable Price ETF QARP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QARP Stock Details QARP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$60.6K Buy
+1,028
New +$62.5K ﹤0.01% 3665
2024
Q1 		– Sell
-67
Closed -$3K – 4672
2023
Q4 		$3K Buy
+67
New +$2.84K ﹤0.01% 3732

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BWM
BKM Wealth Management Brookfield, Wisconsin $274M AUM 19.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Xtrackers Russell 1000 US Quality at a Reasonable Price ETF (QARP) in Q1 2026: 1,028 shares worth $60.6K. The stake represents ﹤0.01% of the portfolio and ranks #3665 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in QARP as recently as Q4 2023.

Carson Wealth (CWM LLC) first reported a position in QARP in Q4 2023 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold QARP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,028 shares of Xtrackers Russell 1000 US Quality at a Reasonable Price ETF worth $60.6K as of Q1 2026.
  • Xtrackers Russell 1000 US Quality at a Reasonable Price ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Xtrackers Russell 1000 US Quality at a Reasonable Price ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3665 holding.
  • Carson Wealth (CWM LLC) first reported a position in Xtrackers Russell 1000 US Quality at a Reasonable Price ETF in Q4 2023 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Xtrackers Russell 1000 US Quality at a Reasonable Price ETF as of Q1 2026.

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