Carson Wealth (CWM LLC)
SETM icon

Carson Wealth (CWM LLC)’s Sprott Energy Transition Materials ETF SETM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SETM Stock Details SETM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21K Buy
635
+200
+46% +$6.97K ﹤0.01% 4380
2025
Q4 		$13K Buy
+435
New +$11.8K ﹤0.01% 4432

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FA
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Cetera Investment Advisers
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TA
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Carson Wealth (CWM LLC)'s SETM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Sprott Energy Transition Materials ETF (SETM) stake by 46% in Q1 2026, buying an estimated $6.97K and bringing the position to 635 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #4380.

Carson Wealth (CWM LLC) first reported a position in SETM in Q4 2025 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold SETM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 635 shares of Sprott Energy Transition Materials ETF worth $21K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 200 Sprott Energy Transition Materials ETF shares in Q1 2026, an estimated $6.97K.
  • Sprott Energy Transition Materials ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4380 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sprott Energy Transition Materials ETF in Q4 2025 and has held it in 2 quarters since.
  • 96 funds tracked by Wall St. Rank held Sprott Energy Transition Materials ETF as of Q1 2026.

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