Carson Wealth (CWM LLC)
QQEW icon

Carson Wealth (CWM LLC)’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QQEW Stock Details QQEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$265K Buy
2,084
+80
+4% +$10.8K ﹤0.01% 2487
2025
Q4 		$285K Buy
2,004
+584
+41% +$83K ﹤0.01% 2294
2025
Q3 		$200K Buy
1,420
+2
+0.1% +$275 ﹤0.01% 2445
2025
Q2 		$194K Hold
1,418
– – ﹤0.01% 2206
2025
Q1 		$171K Buy
1,418
+440
+45% +$56.4K ﹤0.01% 2037
2024
Q4 		$122K Buy
978
+1
+0.1% +$128 ﹤0.01% 2157
2024
Q3 		$123K Sell
977
-648
-40% -$79.4K ﹤0.01% 2067
2024
Q2 		$200K Buy
1,625
+441
+37% +$53.4K ﹤0.01% 1583
2024
Q1 		$147K Buy
1,184
+65
+6% +$7.83K ﹤0.01% 1671
2023
Q4 		$131K Buy
1,119
+222
+25% +$23.9K ﹤0.01% 1608
2023
Q3 		$93K Buy
897
+15
+2% +$1.61K ﹤0.01% 1677
2023
Q2 		$94K Hold
882
– – ﹤0.01% 1603
2023
Q1 		$89K Sell
882
-11
-1% -$1.06K ﹤0.01% 1558
2022
Q4 		$79K Sell
893
-60
-6% -$5.36K ﹤0.01% 1490
2022
Q3 		$80K Sell
953
-24
-2% -$2.23K ﹤0.01% 1439
2022
Q2 		$85K Sell
977
-9
-0.9% -$855 ﹤0.01% 1383
2022
Q1 		$106K Sell
986
-10
-1% -$1.06K ﹤0.01% 1302
2021
Q4 		$118K Buy
+996
New +$116K ﹤0.01% 1233
2021
Q2 		$188K Hold
1,672
– – ﹤0.01% 924
2021
Q1 		$188K Hold
1,672
– – ﹤0.01% 924
2020
Q4 		$188K Hold
1,672
– – ﹤0.01% 924
2020
Q3 		$188K Hold
1,672
– – ﹤0.01% 924
2020
Q2 		$188K Hold
1,672
– – ﹤0.01% 924
2020
Q1 		$188K Hold
1,672
– – ﹤0.01% 924
2019
Q4 		$188K Hold
1,672
– – ﹤0.01% 924
2019
Q3 		$188K Hold
1,672
– – ﹤0.01% 924
2019
Q2 		$188K Hold
1,672
– – ﹤0.01% 924
2019
Q1 		$188K Sell
1,672
-56,001
-97% -$3.43M ﹤0.01% 924
2018
Q4 		$3.15M Buy
57,673
+914
+2% +$53.2K 0.08% 217
2018
Q3 		$3.61M Buy
+56,759
New +$3.57M 0.09% 196

Other funds holding QQEW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) stake by 4% in Q1 2026, buying an estimated $10.8K and bringing the position to 2,084 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #2487.

Carson Wealth (CWM LLC) first reported a position in QQEW in Q3 2018 and has held it in 30 quarters since. The position peaked at $3.61M in Q3 2018. 252 funds tracked by Wall St. Rank hold QQEW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,084 shares of First Trust Nasdaq-100 Select Equal Weight ETF worth $265K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 80 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q1 2026, an estimated $10.8K.
  • First Trust Nasdaq-100 Select Equal Weight ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2487 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $3.61M in Q3 2018.
  • 252 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q1 2026.

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