Carson Wealth (CWM LLC)
SFY icon

Carson Wealth (CWM LLC)’s SoFi Select 500 ETF SFY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SFY Stock Details SFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$749 Sell
6
-25
-81% -$3.28K ﹤0.01% 5436
2025
Q4 		$4K Hold
31
– – ﹤0.01% 4913
2025
Q3 		$4K Buy
+31
New +$3.83K ﹤0.01% 4846
2024
Q4 		– Sell
-4
Closed – – 5126
2024
Q3 		$0 Buy
4
+2
+100% +$200 ﹤0.01% 5112
2024
Q2 		$0 Buy
+2
New +$188 ﹤0.01% 4900
2022
Q4 		– Sell
-10
Closed -$1K – 4222
2022
Q3 		$1K Buy
10
+1
+11% +$70 ﹤0.01% 3756
2022
Q2 		$1K Buy
9
+3
+50% +$219 ﹤0.01% 3632
2022
Q1 		$0 Buy
+6
New +$482 ﹤0.01% 3838

Other funds holding SFY

SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
MFG
Mustico Financial Group Elmira, New York $154M AUM 20.05% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its SoFi Select 500 ETF (SFY) stake by 81% in Q1 2026, selling an estimated $3.28K and leaving 6 shares worth $749. The position accounts for ﹤0.01% of the portfolio, ranked #5436.

Carson Wealth (CWM LLC) first reported a position in SFY in Q1 2022 and has held it in 8 quarters since. The position peaked at $4K in Q4 2025. 58 funds tracked by Wall St. Rank hold SFY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6 shares of SoFi Select 500 ETF worth $749 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 25 SoFi Select 500 ETF shares in Q1 2026, an estimated $3.28K.
  • SoFi Select 500 ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5436 holding.
  • Carson Wealth (CWM LLC) first reported a position in SoFi Select 500 ETF in Q1 2022 and has held it in 8 quarters since.
  • Carson Wealth (CWM LLC)'s SoFi Select 500 ETF position peaked at $4K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q1 2026.

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