Carson Wealth (CWM LLC)’s VanEck Steel ETF SLX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SLX Stock Details SLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.8K	Hold	118	–	–	﹤0.01%	4744
2025 Q4	$10K	Sell	118 -116	-50%	-$9.21K	﹤0.01%	4563
2025 Q3	$17K	Sell	234 -44	-16%	-$3.1K	﹤0.01%	4227
2025 Q2	$18K	Buy	+278	New	+$17.1K	﹤0.01%	3983
2024 Q4	–	Sell	-95	Closed	-$7K	–	5141
2024 Q3	$7K	Hold	95	–	–	﹤0.01%	3967
2024 Q2	$6K	Hold	95	–	–	﹤0.01%	3808
2024 Q1	$7K	Hold	95	–	–	﹤0.01%	3537
2023 Q4	$7K	Buy	+95	New	+$6.37K	﹤0.01%	3373
2019 Q1	–	Sell	-87	Closed	-$3K	–	3246
2018 Q4	$3K	Hold	87	–	–	﹤0.01%	1677
2018 Q3	$4K	Buy	+87	New	+$3.94K	﹤0.01%	1413

Other funds holding SLX

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GTS Securities New York $4.75B AUM 41.97% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its VanEck Steel ETF (SLX) position steady in Q1 2026 at 118 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4744.

Carson Wealth (CWM LLC) first reported a position in SLX in Q3 2018 and has held it in 10 quarters since. The position peaked at $18K in Q2 2025. 57 funds tracked by Wall St. Rank hold SLX as of Q1 2026.

Carson Wealth (CWM LLC) held 118 shares of VanEck Steel ETF worth $10.8K as of Q1 2026.
Carson Wealth (CWM LLC) left its VanEck Steel ETF share count unchanged in Q1 2026.
VanEck Steel ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4744 holding.
Carson Wealth (CWM LLC) first reported a position in VanEck Steel ETF in Q3 2018 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s VanEck Steel ETF position peaked at $18K in Q2 2025.
57 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q1 2026.

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