Carson Wealth (CWM LLC)’s VanEck Low Carbon Energy ETF SMOG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$260K	Hold	1,870	–	–	﹤0.01%	2501
2025 Q4	$242K	Hold	1,870	–	–	﹤0.01%	2409
2025 Q3	$238K	Hold	1,870	–	–	﹤0.01%	2312
2025 Q2	$206K	Hold	1,870	–	–	﹤0.01%	2151
2025 Q1	$189K	Hold	1,870	–	–	﹤0.01%	1958
2024 Q4	$185K	Hold	1,870	–	–	﹤0.01%	1875
2024 Q3	$210K	Hold	1,870	–	–	﹤0.01%	1731
2024 Q2	$180K	Hold	1,870	–	–	﹤0.01%	1641
2024 Q1	$184K	Buy	1,870 +1,865	+37,300%	+$183K	﹤0.01%	1554
2023 Q4	$1K	Hold	5	–	–	﹤0.01%	4041
2023 Q3	$1K	Hold	5	–	–	﹤0.01%	4078
2023 Q2	$1K	Hold	5	–	–	﹤0.01%	4068
2023 Q1	$1K	Hold	5	–	–	﹤0.01%	3926
2022 Q4	$1K	Hold	5	–	–	﹤0.01%	3847
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	3764
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	3638
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	3408
2021 Q4	$1K	Buy	+5	New	+$820	﹤0.01%	3371
2021 Q2	$17K	Hold	108	–	–	﹤0.01%	1877
2021 Q1	$17K	Hold	108	–	–	﹤0.01%	1877
2020 Q4	$17K	Hold	108	–	–	﹤0.01%	1876
2020 Q3	$17K	Hold	108	–	–	﹤0.01%	1876
2020 Q2	$17K	Hold	108	–	–	﹤0.01%	1876
2020 Q1	$17K	Hold	108	–	–	﹤0.01%	1876
2019 Q4	$17K	Hold	108	–	–	﹤0.01%	1875
2019 Q3	$17K	Hold	108	–	–	﹤0.01%	1875
2019 Q2	$17K	Hold	108	–	–	﹤0.01%	1875
2019 Q1	$17K	Buy	+108	New	+$6.58K	﹤0.01%	1875

Other funds holding SMOG

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

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

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

PHAM

Palisades Hudson Asset Management Fort Lauderdale, Florida $286M AUM 27.19% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its VanEck Low Carbon Energy ETF (SMOG) position steady in Q1 2026 at 1,870 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #2501.

Carson Wealth (CWM LLC) first reported a position in SMOG in Q1 2019 and has held it in 28 quarters since. 58 funds tracked by Wall St. Rank hold SMOG as of Q1 2026.

Carson Wealth (CWM LLC) held 1,870 shares of VanEck Low Carbon Energy ETF worth $260K as of Q1 2026.
Carson Wealth (CWM LLC) left its VanEck Low Carbon Energy ETF share count unchanged in Q1 2026.
VanEck Low Carbon Energy ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2501 holding.
Carson Wealth (CWM LLC) first reported a position in VanEck Low Carbon Energy ETF in Q1 2019 and has held it in 28 quarters since.
58 funds tracked by Wall St. Rank held VanEck Low Carbon Energy ETF as of Q1 2026.

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