Carson Wealth (CWM LLC)
STXG icon

Carson Wealth (CWM LLC)’s Strive 1000 Growth ETF STXG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STXG Stock Details STXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$160K Hold
3,419
– – ﹤0.01% 2912
2025
Q4 		$174K Hold
3,419
– – ﹤0.01% 2681
2025
Q3 		$171K Hold
3,419
– – ﹤0.01% 2563
2025
Q2 		$157K Hold
3,419
– – ﹤0.01% 2377
2025
Q1 		$137K Hold
3,419
– – ﹤0.01% 2171
2024
Q4 		$148K Hold
3,419
– – ﹤0.01% 2031
2024
Q3 		$142K Hold
3,419
– – ﹤0.01% 1968
2024
Q2 		$136K Hold
3,419
– – ﹤0.01% 1791
2024
Q1 		$128K Hold
3,419
– – ﹤0.01% 1741
2023
Q4 		$116K Hold
3,419
– – ﹤0.01% 1670
2023
Q3 		$103K Hold
3,419
– – ﹤0.01% 1611
2023
Q2 		$107K Buy
+3,419
New +$99.5K ﹤0.01% 1538

Other funds holding STXG

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Strive 1000 Growth ETF (STXG) position steady in Q1 2026 at 3,419 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #2912.

Carson Wealth (CWM LLC) first reported a position in STXG in Q2 2023 and has held it in 12 quarters since. The position peaked at $174K in Q4 2025. 43 funds tracked by Wall St. Rank hold STXG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,419 shares of Strive 1000 Growth ETF worth $160K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Strive 1000 Growth ETF share count unchanged in Q1 2026.
  • Strive 1000 Growth ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2912 holding.
  • Carson Wealth (CWM LLC) first reported a position in Strive 1000 Growth ETF in Q2 2023 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s Strive 1000 Growth ETF position peaked at $174K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Strive 1000 Growth ETF as of Q1 2026.

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