Carson Wealth (CWM LLC)
SLVR

Carson Wealth (CWM LLC)’s Sprott Silver Miners & Physical Silver ETF SLVR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SLVR Stock Details SLVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.3K Buy
376
+96
+34% +$6.41K ﹤0.01% 4340
2025
Q4 		$16K Sell
280
-1,060
-79% -$50.5K ﹤0.01% 4315
2025
Q3 		$59K Buy
+1,340
New +$46.4K ﹤0.01% 3400

Other funds holding SLVR

Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Sprott Silver Miners & Physical Silver ETF (SLVR) stake by 34% in Q1 2026, buying an estimated $6.41K and bringing the position to 376 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4340.

Carson Wealth (CWM LLC) first reported a position in SLVR in Q3 2025 and has held it in 3 quarters since. The position peaked at $59K in Q3 2025. 100 funds tracked by Wall St. Rank hold SLVR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 376 shares of Sprott Silver Miners & Physical Silver ETF worth $22.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 96 Sprott Silver Miners & Physical Silver ETF shares in Q1 2026, an estimated $6.41K.
  • Sprott Silver Miners & Physical Silver ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4340 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sprott Silver Miners & Physical Silver ETF in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Sprott Silver Miners & Physical Silver ETF position peaked at $59K in Q3 2025.
  • 100 funds tracked by Wall St. Rank held Sprott Silver Miners & Physical Silver ETF as of Q1 2026.

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