Carson Wealth (CWM LLC)’s Strive Total Return Bond ETF STXT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STXT Stock Details STXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$191K	Hold	9,597	–	–	﹤0.01%	2773
2025 Q4	$193K	Hold	9,597	–	–	﹤0.01%	2604
2025 Q3	$195K	Hold	9,597	–	–	﹤0.01%	2465
2025 Q2	$194K	Hold	9,597	–	–	﹤0.01%	2208
2025 Q1	$193K	Hold	9,597	–	–	﹤0.01%	1944
2024 Q4	$190K	Hold	9,597	–	–	﹤0.01%	1853
2024 Q3	$199K	Hold	9,597	–	–	﹤0.01%	1758
2024 Q2	$192K	Hold	9,597	–	–	﹤0.01%	1608
2024 Q1	$194K	Hold	9,597	–	–	﹤0.01%	1531
2023 Q4	$197K	Buy	+9,597	New	+$190K	﹤0.01%	1433

Other funds holding STXT

McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Strive Total Return Bond ETF (STXT) position steady in Q1 2026 at 9,597 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #2773.

Carson Wealth (CWM LLC) first reported a position in STXT in Q4 2023 and has held it in 10 quarters since. The position peaked at $199K in Q3 2024. 27 funds tracked by Wall St. Rank hold STXT as of Q1 2026.

Carson Wealth (CWM LLC) held 9,597 shares of Strive Total Return Bond ETF worth $191K as of Q1 2026.
Carson Wealth (CWM LLC) left its Strive Total Return Bond ETF share count unchanged in Q1 2026.
Strive Total Return Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2773 holding.
Carson Wealth (CWM LLC) first reported a position in Strive Total Return Bond ETF in Q4 2023 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s Strive Total Return Bond ETF position peaked at $199K in Q3 2024.
27 funds tracked by Wall St. Rank held Strive Total Return Bond ETF as of Q1 2026.

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