Carson Wealth (CWM LLC)’s YieldMax Target 12 Semiconductor Option Income ETF SOXY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.74K	Buy	+75	New	+$4.91K	﹤0.01%	5046

Other funds holding SOXY

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

WWA

Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in YieldMax Target 12 Semiconductor Option Income ETF (SOXY) in Q1 2026: 75 shares worth $4.74K. The stake represents ﹤0.01% of the portfolio and ranks #5046 among its holdings.

9 funds tracked by Wall St. Rank hold SOXY as of Q1 2026.

Carson Wealth (CWM LLC) held 75 shares of YieldMax Target 12 Semiconductor Option Income ETF worth $4.74K as of Q1 2026.
YieldMax Target 12 Semiconductor Option Income ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
YieldMax Target 12 Semiconductor Option Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5046 holding.
9 funds tracked by Wall St. Rank held YieldMax Target 12 Semiconductor Option Income ETF as of Q1 2026.

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