Carson Wealth (CWM LLC)
STXM

Carson Wealth (CWM LLC)’s Strive MidCap ETF STXM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STXM Stock Details STXM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,933
Closed -$55K – 5700
2025
Q3 		$55K Buy
+1,933
New +$53.1K ﹤0.01% 3455

Other funds holding STXM

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.33B AUM 24% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Strive MidCap ETF (STXM) in Q4 2025, closing a stake of 1,933 shares — an estimated $55K sold.

Carson Wealth (CWM LLC) first reported a position in STXM in Q3 2025 and held it in 1 quarter. The position peaked at $55K in Q3 2025. 10 funds tracked by Wall St. Rank hold STXM as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Strive MidCap ETF position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,933 Strive MidCap ETF shares in Q4 2025, an estimated $55K.
  • Carson Wealth (CWM LLC) first reported a position in Strive MidCap ETF in Q3 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Strive MidCap ETF position peaked at $55K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Strive MidCap ETF as of Q4 2025.

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