Carson Wealth (CWM LLC)
RSBA

Carson Wealth (CWM LLC)’s Return Stacked Bonds & Merger Arbitrage ETF RSBA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RSBA Stock Details RSBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$399K Buy
19,226
+18,490
+2,512% +$387K ﹤0.01% 2181
2025
Q4 		$15K Hold
736
– – ﹤0.01% 4343
2025
Q3 		$16K Buy
+736
New +$15.6K ﹤0.01% 4255

Other funds holding RSBA

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Return Stacked Bonds & Merger Arbitrage ETF (RSBA) stake by 2,512% in Q1 2026, buying an estimated $387K and bringing the position to 19,226 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #2181.

Carson Wealth (CWM LLC) first reported a position in RSBA in Q3 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold RSBA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 19,226 shares of Return Stacked Bonds & Merger Arbitrage ETF worth $399K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 18,490 Return Stacked Bonds & Merger Arbitrage ETF shares in Q1 2026, an estimated $387K.
  • Return Stacked Bonds & Merger Arbitrage ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2181 holding.
  • Carson Wealth (CWM LLC) first reported a position in Return Stacked Bonds & Merger Arbitrage ETF in Q3 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Return Stacked Bonds & Merger Arbitrage ETF as of Q1 2026.

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