Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s ProShares Ultra Health Care RXL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RXL Stock Details RXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.43K Hold
162
– – ﹤0.01% 4900
2025
Q4 		$8K Hold
162
– – ﹤0.01% 4664
2025
Q3 		$7K Buy
+162
New +$6.56K ﹤0.01% 4636

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Susquehanna International Group
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TFA
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First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its ProShares Ultra Health Care (RXL) position steady in Q1 2026 at 162 shares worth $7.43K. The position accounts for ﹤0.01% of the portfolio, ranked #4900.

Carson Wealth (CWM LLC) first reported a position in RXL in Q3 2025 and has held it in 3 quarters since. The position peaked at $8K in Q4 2025. 17 funds tracked by Wall St. Rank hold RXL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 162 shares of ProShares Ultra Health Care worth $7.43K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its ProShares Ultra Health Care share count unchanged in Q1 2026.
  • ProShares Ultra Health Care made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4900 holding.
  • Carson Wealth (CWM LLC) first reported a position in ProShares Ultra Health Care in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s ProShares Ultra Health Care position peaked at $8K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held ProShares Ultra Health Care as of Q1 2026.

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