Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Hennessy Sustainable ETF STNC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STNC Stock Details STNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.7K Hold
638
– – ﹤0.01% 4361
2025
Q4 		$21K Buy
638
+4
+0.6% +$132 ﹤0.01% 4150
2025
Q3 		$21K Hold
634
– – ﹤0.01% 4097
2025
Q2 		$20K Hold
634
– – ﹤0.01% 3927
2025
Q1 		$19K Hold
634
– – ﹤0.01% 3720
2024
Q4 		$19K Buy
634
+3
+0.5% +$94 ﹤0.01% 3488
2024
Q3 		$20K Buy
631
+334
+112% +$9.96K ﹤0.01% 3368
2024
Q2 		$9K Hold
297
– – ﹤0.01% 3629
2024
Q1 		$9K Hold
297
– – ﹤0.01% 3419
2023
Q4 		$8K Hold
297
– – ﹤0.01% 3310
2023
Q3 		$7K Hold
297
– – ﹤0.01% 3329
2023
Q2 		$8K Hold
297
– – ﹤0.01% 3237
2023
Q1 		$8K Buy
+297
New +$7.72K ﹤0.01% 3104

Other funds holding STNC

RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
SC
Stance Capital Boston, Massachusetts $206M AUM 22.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Hennessy Sustainable ETF (STNC) position steady in Q1 2026 at 638 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4361.

Carson Wealth (CWM LLC) first reported a position in STNC in Q1 2023 and has held it in 13 quarters since. 24 funds tracked by Wall St. Rank hold STNC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 638 shares of Hennessy Sustainable ETF worth $21.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Hennessy Sustainable ETF share count unchanged in Q1 2026.
  • Hennessy Sustainable ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4361 holding.
  • Carson Wealth (CWM LLC) first reported a position in Hennessy Sustainable ETF in Q1 2023 and has held it in 13 quarters since.
  • 24 funds tracked by Wall St. Rank held Hennessy Sustainable ETF as of Q1 2026.

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