Carson Wealth (CWM LLC)’s Baron First Principles ETF RONB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.4K	Buy	+585	New	+$14.1K	﹤0.01%	4653

Other funds holding RONB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CNWM

Clay Northam Wealth Management Huntington Beach, California $178M AUM 26.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Baron First Principles ETF (RONB) in Q1 2026: 585 shares worth $13.4K. The stake represents ﹤0.01% of the portfolio and ranks #4653 among its holdings.

41 funds tracked by Wall St. Rank hold RONB as of Q1 2026.

Carson Wealth (CWM LLC) held 585 shares of Baron First Principles ETF worth $13.4K as of Q1 2026.
Baron First Principles ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
Baron First Principles ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4653 holding.
41 funds tracked by Wall St. Rank held Baron First Principles ETF as of Q1 2026.

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