Carson Wealth (CWM LLC)
SPYU

Carson Wealth (CWM LLC)’s MAX S&P 500 4x Leveraged ETN SPYU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SPYU Stock Details SPYU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-790
Closed -$14K – 5348
2025
Q1 		$14K Buy
+790
New +$17.9K ﹤0.01% 3934

Other funds holding SPYU

MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HT
Headlands Technologies Chicago, Illinois $878M AUM 44.8% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SPYU Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of MAX S&P 500 4x Leveraged ETN (SPYU) in Q2 2025, closing a stake of 790 shares — an estimated $14K sold.

Carson Wealth (CWM LLC) first reported a position in SPYU in Q1 2025 and held it in 1 quarter. The position peaked at $14K in Q1 2025. 12 funds tracked by Wall St. Rank hold SPYU as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining MAX S&P 500 4x Leveraged ETN position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 790 MAX S&P 500 4x Leveraged ETN shares in Q2 2025, an estimated $14K.
  • Carson Wealth (CWM LLC) first reported a position in MAX S&P 500 4x Leveraged ETN in Q1 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s MAX S&P 500 4x Leveraged ETN position peaked at $14K in Q1 2025.
  • 12 funds tracked by Wall St. Rank held MAX S&P 500 4x Leveraged ETN as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.