Carson Wealth (CWM LLC)
STXI

Carson Wealth (CWM LLC)’s Strive International Developed Markets ETF STXI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STXI Stock Details STXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,084
Closed -$33K – 5704
2025
Q3 		$33K Buy
+1,084
New +$31.6K ﹤0.01% 3827

Other funds holding STXI

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
SA
SPWM Advisors Traverse City, Michigan $108M AUM
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Carson Wealth (CWM LLC)'s STXI Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Strive International Developed Markets ETF (STXI) in Q4 2025, closing a stake of 1,084 shares — an estimated $33K sold.

Carson Wealth (CWM LLC) first reported a position in STXI in Q3 2025 and held it in 1 quarter. The position peaked at $33K in Q3 2025. 13 funds tracked by Wall St. Rank hold STXI as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Strive International Developed Markets ETF position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,084 Strive International Developed Markets ETF shares in Q4 2025, an estimated $33K.
  • Carson Wealth (CWM LLC) first reported a position in Strive International Developed Markets ETF in Q3 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Strive International Developed Markets ETF position peaked at $33K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Strive International Developed Markets ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.