Carson Wealth (CWM LLC)
RSSX

Carson Wealth (CWM LLC)’s Return Stacked U.S. Stocks & Gold/Bitcoin ETF RSSX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RSSX Stock Details RSSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26M Buy
1,108,902
+780,111
+237% +$20.5M 0.07% 263
2025
Q4 		$8.37M Buy
328,791
+294,449
+857% +$7.63M 0.02% 582
2025
Q3 		$871K Buy
+34,342
New +$777K ﹤0.01% 1495

Other funds holding RSSX

CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Return Stacked U.S. Stocks & Gold/Bitcoin ETF (RSSX) stake by 237% in Q1 2026, buying an estimated $20.5M and bringing the position to 1,108,902 shares worth $26M. The position accounts for 0.07% of the portfolio, ranked #263.

Carson Wealth (CWM LLC) first reported a position in RSSX in Q3 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold RSSX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,108,902 shares of Return Stacked U.S. Stocks & Gold/Bitcoin ETF worth $26M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 780,111 Return Stacked U.S. Stocks & Gold/Bitcoin ETF shares in Q1 2026, an estimated $20.5M.
  • Return Stacked U.S. Stocks & Gold/Bitcoin ETF made up 0.07% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #263 holding.
  • Carson Wealth (CWM LLC) first reported a position in Return Stacked U.S. Stocks & Gold/Bitcoin ETF in Q3 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Return Stacked U.S. Stocks & Gold/Bitcoin ETF as of Q1 2026.

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