Carson Wealth (CWM LLC)’s VanEck Short Muni ETF SMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$183K	Buy	10,581 +27	+0.3%	+$470	﹤0.01%	2807
2025 Q4	$184K	Buy	10,554 +54	+0.5%	+$937	﹤0.01%	2637
2025 Q3	$183K	Buy	10,500 +6,116	+140%	+$106K	﹤0.01%	2519
2025 Q2	$76K	Hold	4,384	–	–	﹤0.01%	2946
2025 Q1	$75K	Hold	4,384	–	–	﹤0.01%	2667
2024 Q4	$75K	Hold	4,384	–	–	﹤0.01%	2480
2024 Q3	$76K	Hold	4,384	–	–	﹤0.01%	2372
2024 Q2	$75K	Hold	4,384	–	–	﹤0.01%	2182
2024 Q1	$75K	Hold	4,384	–	–	﹤0.01%	2044
2023 Q4	$75K	Buy	+4,384	New	+$73.9K	﹤0.01%	1931
2019 Q1	–	Sell	-2,722	Closed	-$47K	–	3247
2018 Q4	$47K	Buy	2,722 +2,613	+2,397%	+$44.9K	﹤0.01%	892
2018 Q3	$2K	Buy	+109	New	+$1.88K	﹤0.01%	1560

Other funds holding SMB

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) increased its VanEck Short Muni ETF (SMB) stake by 0.26% in Q1 2026, buying an estimated $470 and bringing the position to 10,581 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #2807.

Carson Wealth (CWM LLC) first reported a position in SMB in Q3 2018 and has held it in 12 quarters since. The position peaked at $184K in Q4 2025. 103 funds tracked by Wall St. Rank hold SMB as of Q1 2026.

Carson Wealth (CWM LLC) held 10,581 shares of VanEck Short Muni ETF worth $183K as of Q1 2026.
Carson Wealth (CWM LLC) bought 27 VanEck Short Muni ETF shares in Q1 2026, an estimated $470.
VanEck Short Muni ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2807 holding.
Carson Wealth (CWM LLC) first reported a position in VanEck Short Muni ETF in Q3 2018 and has held it in 12 quarters since.
Carson Wealth (CWM LLC)'s VanEck Short Muni ETF position peaked at $184K in Q4 2025.
103 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2026.

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