Carson Wealth (CWM LLC)
SPRE icon

Carson Wealth (CWM LLC)’s SP Funds S&P Global REIT Sharia ETF SPRE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SPRE Stock Details SPRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.37M Hold
69,855
– – ﹤0.01% 1376
2025
Q4 		$1.37M Buy
69,855
+28,133
+67% +$548K ﹤0.01% 1328
2025
Q3 		$813K Buy
41,722
+12,823
+44% +$248K ﹤0.01% 1525
2025
Q2 		$554K Buy
28,899
+401
+1% +$7.65K ﹤0.01% 1544
2025
Q1 		$556K Buy
28,498
+12,153
+74% +$244K ﹤0.01% 1407
2024
Q4 		$323K Hold
16,345
– – ﹤0.01% 1553
2024
Q3 		$360K Buy
16,345
+11,041
+208% +$231K ﹤0.01% 1458
2024
Q2 		$103K Hold
5,304
– – ﹤0.01% 1959
2024
Q1 		$108K Hold
5,304
– – ﹤0.01% 1834
2023
Q4 		$107K Buy
+5,304
New +$96.3K ﹤0.01% 1720

Other funds holding SPRE

S
ShariaPortfolio Lake Mary, Florida $226M AUM 24.77% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its SP Funds S&P Global REIT Sharia ETF (SPRE) position steady in Q1 2026 at 69,855 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

Carson Wealth (CWM LLC) first reported a position in SPRE in Q4 2023 and has held it in 10 quarters since. 24 funds tracked by Wall St. Rank hold SPRE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 69,855 shares of SP Funds S&P Global REIT Sharia ETF worth $1.37M as of Q1 2026.
  • Carson Wealth (CWM LLC) left its SP Funds S&P Global REIT Sharia ETF share count unchanged in Q1 2026.
  • SP Funds S&P Global REIT Sharia ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1376 holding.
  • Carson Wealth (CWM LLC) first reported a position in SP Funds S&P Global REIT Sharia ETF in Q4 2023 and has held it in 10 quarters since.
  • 24 funds tracked by Wall St. Rank held SP Funds S&P Global REIT Sharia ETF as of Q1 2026.

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