Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SWAN Stock Details SWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.2K Buy
520
+4
+0.8% +$129 ﹤0.01% 4544
2025
Q4 		$17K Hold
516
– – ﹤0.01% 4277
2025
Q3 		$17K Hold
516
– – ﹤0.01% 4230
2025
Q2 		$16K Sell
516
-1,236
-71% -$36K ﹤0.01% 4056
2025
Q1 		$50K Buy
1,752
+516
+42% +$15.3K ﹤0.01% 3001
2024
Q4 		$36K Sell
1,236
-23
-2% -$696 ﹤0.01% 3036
2024
Q3 		$38K Buy
1,259
+12
+1% +$353 ﹤0.01% 2915
2024
Q2 		$35K Hold
1,247
– – ﹤0.01% 2733
2024
Q1 		$35K Sell
1,247
-223
-15% -$6.03K ﹤0.01% 2546
2023
Q4 		$39K Sell
1,470
-89
-6% -$2.2K ﹤0.01% 2332
2023
Q3 		$37K Sell
1,559
-339
-18% -$8.58K ﹤0.01% 2273
2023
Q2 		$49K Sell
1,898
-13,366
-88% -$341K ﹤0.01% 2012
2023
Q1 		$390K Buy
15,264
+12,422
+437% +$313K ﹤0.01% 968
2022
Q4 		$69K Hold
2,842
– – ﹤0.01% 1561
2022
Q3 		$71K Sell
2,842
-246
-8% -$6.68K ﹤0.01% 1498
2022
Q2 		$83K Sell
3,088
-542
-15% -$15.4K ﹤0.01% 1389
2022
Q1 		$114K Sell
3,630
-256,597
-99% -$8.22M ﹤0.01% 1278
2021
Q4 		$8.99M Buy
+260,227
New +$9.26M 0.06% 224
2021
Q2 		$2.35M Hold
68,446
– – 0.02% 388
2021
Q1 		$2.35M Hold
68,446
– – 0.02% 388
2020
Q4 		$2.35M Hold
68,446
– – 0.02% 388
2020
Q3 		$2.35M Hold
68,446
– – 0.02% 388
2020
Q2 		$2.35M Hold
68,446
– – 0.02% 388
2020
Q1 		$2.35M Hold
68,446
– – 0.02% 388
2019
Q4 		$2.35M Hold
68,446
– – 0.02% 388
2019
Q3 		$2.35M Hold
68,446
– – 0.02% 388
2019
Q2 		$2.35M Hold
68,446
– – 0.02% 388
2019
Q1 		$2.35M Buy
+68,446
New +$1.74M 0.02% 388

Other funds holding SWAN

TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LF
LifePlan Financial Mankato, Minnesota $135M AUM 18.07% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Amplify BlackSwan Growth & Treasure Core ETF (SWAN) stake by 0.78% in Q1 2026, buying an estimated $129 and bringing the position to 520 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4544.

Carson Wealth (CWM LLC) first reported a position in SWAN in Q1 2019 and has held it in 28 quarters since. The position peaked at $8.99M in Q4 2021. 37 funds tracked by Wall St. Rank hold SWAN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 520 shares of Amplify BlackSwan Growth & Treasure Core ETF worth $16.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4 Amplify BlackSwan Growth & Treasure Core ETF shares in Q1 2026, an estimated $129.
  • Amplify BlackSwan Growth & Treasure Core ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4544 holding.
  • Carson Wealth (CWM LLC) first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Amplify BlackSwan Growth & Treasure Core ETF position peaked at $8.99M in Q4 2021.
  • 37 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q1 2026.

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