Carson Wealth (CWM LLC)’s Simplify Multi-QIS Alternative ETF QIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-378	Closed	-$9K	–	5168
2024 Q4	$9K	Buy	+378	New	+$9.24K	﹤0.01%	3943

Other funds holding QIS

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AFG

Altiora Financial Group Lebanon, Ohio $607M AUM 12.43% 1-Year Est. Return

LWMI

Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

CWM

Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return

Carson Wealth (CWM LLC)'s QIS Position: Q1 2025 in Review

Carson Wealth (CWM LLC) sold out of Simplify Multi-QIS Alternative ETF (QIS) in Q1 2025, closing a stake of 378 shares — an estimated $9K sold.

Carson Wealth (CWM LLC) first reported a position in QIS in Q4 2024 and held it in 1 quarter. The position peaked at $9K in Q4 2024. 13 funds tracked by Wall St. Rank hold QIS as of Q1 2025.

Carson Wealth (CWM LLC) reported no remaining Simplify Multi-QIS Alternative ETF position as of Q1 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 378 Simplify Multi-QIS Alternative ETF shares in Q1 2025, an estimated $9K.
Carson Wealth (CWM LLC) first reported a position in Simplify Multi-QIS Alternative ETF in Q4 2024 and held it in 1 quarter.
Carson Wealth (CWM LLC)'s Simplify Multi-QIS Alternative ETF position peaked at $9K in Q4 2024.
13 funds tracked by Wall St. Rank held Simplify Multi-QIS Alternative ETF as of Q1 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.