Carson Wealth (CWM LLC)’s ProShares S&P 500 ex-Technology ETF SPXT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$810	Buy	+8	New	+$842	﹤0.01%	5426

Other funds holding SPXT

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

GSEP

Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AFWM

AMJ Financial Wealth Management Leesburg, Virginia $424M AUM 37.24% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in ProShares S&P 500 ex-Technology ETF (SPXT) in Q1 2026: 8 shares worth $810. The stake represents ﹤0.01% of the portfolio and ranks #5426 among its holdings.

27 funds tracked by Wall St. Rank hold SPXT as of Q1 2026.

Carson Wealth (CWM LLC) held 8 shares of ProShares S&P 500 ex-Technology ETF worth $810 as of Q1 2026.
ProShares S&P 500 ex-Technology ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
ProShares S&P 500 ex-Technology ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5426 holding.
27 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Technology ETF as of Q1 2026.

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