Carson Wealth (CWM LLC)
THNQ icon

Carson Wealth (CWM LLC)’s ROBO Global Artificial Intelligence ETF THNQ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio THNQ Stock Details THNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.84K Buy
+82
New +$5.17K ﹤0.01% 5036
2023
Q4 		– Sell
-29
Closed -$1K – 4511
2023
Q3 		$1K Buy
+29
New +$1.03K ﹤0.01% 4086
2022
Q3 		– Sell
-15
Closed – – 4181
2022
Q2 		$0 Buy
+15
New +$450 ﹤0.01% 4091

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PS
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EW
Element Wealth Ridgeland, Mississippi $242M AUM 16.79% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in ROBO Global Artificial Intelligence ETF (THNQ) in Q1 2026: 82 shares worth $4.84K. The stake represents ﹤0.01% of the portfolio and ranks #5036 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in THNQ as recently as Q3 2023.

Carson Wealth (CWM LLC) first reported a position in THNQ in Q2 2022 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold THNQ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 82 shares of ROBO Global Artificial Intelligence ETF worth $4.84K as of Q1 2026.
  • ROBO Global Artificial Intelligence ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • ROBO Global Artificial Intelligence ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5036 holding.
  • Carson Wealth (CWM LLC) first reported a position in ROBO Global Artificial Intelligence ETF in Q2 2022 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held ROBO Global Artificial Intelligence ETF as of Q1 2026.

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