Carson Wealth (CWM LLC)
RSBT icon

Carson Wealth (CWM LLC)’s Return Stacked Bonds & Managed Futures ETF RSBT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RSBT Stock Details RSBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.9K Hold
740
– – ﹤0.01% 4634
2025
Q4 		$13K Hold
740
– – ﹤0.01% 4431
2025
Q3 		$13K Sell
740
-1,368
-65% -$22.6K ﹤0.01% 4362
2025
Q2 		$34K Buy
2,108
+364
+21% +$5.78K ﹤0.01% 3559
2025
Q1 		$30K Buy
1,744
+1,004
+136% +$17.1K ﹤0.01% 3390
2024
Q4 		$12K Buy
+740
New +$12.6K ﹤0.01% 3773

Other funds holding RSBT

WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
WW
Wright Wealth Atlanta, Georgia $167M AUM
TP
Trailhead Planners Edina, Minnesota $103M AUM
WCM
WealthTrak Capital Management Virginia Beach, Virginia $152M AUM 20.33% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Return Stacked Bonds & Managed Futures ETF (RSBT) position steady in Q1 2026 at 740 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4634.

Carson Wealth (CWM LLC) first reported a position in RSBT in Q4 2024 and has held it in 6 quarters since. The position peaked at $34K in Q2 2025. 20 funds tracked by Wall St. Rank hold RSBT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 740 shares of Return Stacked Bonds & Managed Futures ETF worth $13.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Return Stacked Bonds & Managed Futures ETF share count unchanged in Q1 2026.
  • Return Stacked Bonds & Managed Futures ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4634 holding.
  • Carson Wealth (CWM LLC) first reported a position in Return Stacked Bonds & Managed Futures ETF in Q4 2024 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s Return Stacked Bonds & Managed Futures ETF position peaked at $34K in Q2 2025.
  • 20 funds tracked by Wall St. Rank held Return Stacked Bonds & Managed Futures ETF as of Q1 2026.

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