Carson Wealth (CWM LLC)
ROBT icon

Carson Wealth (CWM LLC)’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ROBT Stock Details ROBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$429K Buy
9,297
+500
+6% +$25.5K ﹤0.01% 2123
2025
Q4 		$456K Sell
8,797
-1,002
-10% -$53.5K ﹤0.01% 1982
2025
Q3 		$518K Buy
9,799
+5,808
+146% +$293K ﹤0.01% 1776
2025
Q2 		$193K Sell
3,991
-136
-3% -$5.86K ﹤0.01% 2210
2025
Q1 		$168K Buy
4,127
+166
+4% +$7.51K ﹤0.01% 2046
2024
Q4 		$178K Hold
3,961
– – ﹤0.01% 1900
2024
Q3 		$173K Sell
3,961
-1,004
-20% -$42.3K ﹤0.01% 1835
2024
Q2 		$210K Buy
4,965
+699
+16% +$29.9K ﹤0.01% 1566
2024
Q1 		$193K Buy
4,266
+1,169
+38% +$52.2K ﹤0.01% 1533
2023
Q4 		$141K Buy
3,097
+1,863
+151% +$76.4K ﹤0.01% 1580
2023
Q3 		$50K Buy
1,234
+92
+8% +$4K ﹤0.01% 2065
2023
Q2 		$52K Sell
1,142
-1,453
-56% -$62.2K ﹤0.01% 1961
2023
Q1 		$111K Sell
2,595
-6
-0.2% -$243 ﹤0.01% 1442
2022
Q4 		$93K Sell
2,601
-1,514
-37% -$54.7K ﹤0.01% 1410
2022
Q3 		$139K Sell
4,115
-1,512
-27% -$58.5K ﹤0.01% 1196
2022
Q2 		$209K Sell
5,627
-2,686
-32% -$110K ﹤0.01% 1034
2022
Q1 		$393K Sell
8,313
-927
-10% -$44.7K ﹤0.01% 795
2021
Q4 		$509K Buy
+9,240
New +$509K ﹤0.01% 722
2021
Q2 		$461K Hold
8,486
– – ﹤0.01% 693
2021
Q1 		$461K Hold
8,486
– – ﹤0.01% 693
2020
Q4 		$461K Hold
8,486
– – ﹤0.01% 693
2020
Q3 		$461K Hold
8,486
– – ﹤0.01% 693
2020
Q2 		$461K Hold
8,486
– – ﹤0.01% 693
2020
Q1 		$461K Hold
8,486
– – ﹤0.01% 693
2019
Q4 		$461K Hold
8,486
– – ﹤0.01% 693
2019
Q3 		$461K Hold
8,486
– – ﹤0.01% 693
2019
Q2 		$461K Hold
8,486
– – ﹤0.01% 693
2019
Q1 		$461K Buy
+8,486
New +$253K ﹤0.01% 693

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 5.7% in Q1 2026, buying an estimated $25.5K and bringing the position to 9,297 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #2123.

Carson Wealth (CWM LLC) first reported a position in ROBT in Q1 2019 and has held it in 28 quarters since. The position peaked at $518K in Q3 2025. 172 funds tracked by Wall St. Rank hold ROBT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,297 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $429K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 500 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2026, an estimated $25.5K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2123 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $518K in Q3 2025.
  • 172 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2026.

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