Carson Wealth (CWM LLC)
RSST icon

Carson Wealth (CWM LLC)’s Return Stacked US Stocks & Managed Futures ETF RSST Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RSST Stock Details RSST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$63.8M Buy
2,256,877
+63,920
+3% +$1.89M 0.17% 126
2025
Q4 		$62.2M Buy
2,192,957
+66,972
+3% +$1.86M 0.17% 117
2025
Q3 		$56.3M Buy
2,125,985
+63,774
+3% +$1.56M 0.17% 116
2025
Q2 		$48.1M Buy
2,062,211
+229,536
+13% +$4.89M 0.17% 116
2025
Q1 		$40.5M Buy
1,832,675
+71,257
+4% +$1.7M 0.16% 119
2024
Q4 		$42.1M Buy
1,761,418
+730,206
+71% +$17.5M 0.17% 103
2024
Q3 		$25.3M Buy
1,031,212
+183,707
+22% +$4.38M 0.11% 174
2024
Q2 		$20.8M Buy
847,505
+265,036
+46% +$6.28M 0.1% 195
2024
Q1 		$13.6M Buy
+582,469
New +$12.4M 0.07% 246

Other funds holding RSST

PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return
CWA
Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TWM
Triton Wealth Management Sun City, Arizona $326M AUM 31.51% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Return Stacked US Stocks & Managed Futures ETF (RSST) stake by 2.9% in Q1 2026, buying an estimated $1.89M and bringing the position to 2,256,877 shares worth $63.8M. The position accounts for 0.17% of the portfolio, ranked #126.

Carson Wealth (CWM LLC) first reported a position in RSST in Q1 2024 and has held it in 9 quarters since. 57 funds tracked by Wall St. Rank hold RSST as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,256,877 shares of Return Stacked US Stocks & Managed Futures ETF worth $63.8M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 63,920 Return Stacked US Stocks & Managed Futures ETF shares in Q1 2026, an estimated $1.89M.
  • Return Stacked US Stocks & Managed Futures ETF made up 0.17% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #126 holding.
  • Carson Wealth (CWM LLC) first reported a position in Return Stacked US Stocks & Managed Futures ETF in Q1 2024 and has held it in 9 quarters since.
  • 57 funds tracked by Wall St. Rank held Return Stacked US Stocks & Managed Futures ETF as of Q1 2026.

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