Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s VanEck Retail ETF RTH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RTH Stock Details RTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.02K Hold
24
– – ﹤0.01% 4963
2025
Q4 		$6K Hold
24
– – ﹤0.01% 4772
2025
Q3 		$6K Hold
24
– – ﹤0.01% 4695
2025
Q2 		$6K Sell
24
-15
-38% -$3.45K ﹤0.01% 4562
2025
Q1 		$9K Hold
39
– – ﹤0.01% 4180
2024
Q4 		$9K Hold
39
– – ﹤0.01% 3948
2024
Q3 		$9K Buy
39
+15
+63% +$3.11K ﹤0.01% 3852
2024
Q2 		$5K Buy
+24
New +$4.86K ﹤0.01% 3892

Other funds holding RTH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its VanEck Retail ETF (RTH) position steady in Q1 2026 at 24 shares worth $6.02K. The position accounts for ﹤0.01% of the portfolio, ranked #4963.

Carson Wealth (CWM LLC) first reported a position in RTH in Q2 2024 and has held it in 8 quarters since. The position peaked at $9K in Q1 2025. 77 funds tracked by Wall St. Rank hold RTH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 24 shares of VanEck Retail ETF worth $6.02K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its VanEck Retail ETF share count unchanged in Q1 2026.
  • VanEck Retail ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4963 holding.
  • Carson Wealth (CWM LLC) first reported a position in VanEck Retail ETF in Q2 2024 and has held it in 8 quarters since.
  • Carson Wealth (CWM LLC)'s VanEck Retail ETF position peaked at $9K in Q1 2025.
  • 77 funds tracked by Wall St. Rank held VanEck Retail ETF as of Q1 2026.

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