Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SURE Stock Details SURE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$41.2K Hold
324
– – ﹤0.01% 3946
2025
Q4 		$41K Hold
324
– – ﹤0.01% 3751
2025
Q3 		$40K Hold
324
– – ﹤0.01% 3709
2025
Q2 		$38K Hold
324
– – ﹤0.01% 3483
2025
Q1 		$36K Hold
324
– – ﹤0.01% 3246
2024
Q4 		$38K Hold
324
– – ﹤0.01% 2993
2024
Q3 		$39K Hold
324
– – ﹤0.01% 2887
2024
Q2 		$36K Hold
324
– – ﹤0.01% 2707
2024
Q1 		$38K Hold
324
– – ﹤0.01% 2486
2023
Q4 		$34K Hold
324
– – ﹤0.01% 2422
2023
Q3 		$31K Hold
324
– – ﹤0.01% 2393
2023
Q2 		$31K Hold
324
– – ﹤0.01% 2354
2023
Q1 		$29K Buy
+324
New +$29.5K ﹤0.01% 2253
2016
Q3 		– Sell
-108
Closed -$6K – 1061
2016
Q2 		$6K Sell
108
-518
-83% -$28.8K ﹤0.01% 612
2016
Q1 		$35K Sell
626
-3,006
-83% -$158K ﹤0.01% 383
2015
Q4 		$196K Buy
3,632
+3,589
+8,347% +$200K 0.02% 226
2015
Q3 		$2K Buy
+43
New +$2.41K ﹤0.01% 585

Other funds holding SURE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
CIA
Caerus Investment Advisors West Lake Hills, Texas $240M AUM 27.37% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SWM
Silverlake Wealth Management Williston, Vermont $528M AUM 22.11% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its AdvisorShares Insider Advantage ETF (SURE) position steady in Q1 2026 at 324 shares worth $41.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3946.

Carson Wealth (CWM LLC) first reported a position in SURE in Q3 2015 and has held it in 17 quarters since. The position peaked at $196K in Q4 2015. 22 funds tracked by Wall St. Rank hold SURE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 324 shares of AdvisorShares Insider Advantage ETF worth $41.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its AdvisorShares Insider Advantage ETF share count unchanged in Q1 2026.
  • AdvisorShares Insider Advantage ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3946 holding.
  • Carson Wealth (CWM LLC) first reported a position in AdvisorShares Insider Advantage ETF in Q3 2015 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s AdvisorShares Insider Advantage ETF position peaked at $196K in Q4 2015.
  • 22 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q1 2026.

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