Carson Wealth (CWM LLC)
TIGR

Carson Wealth (CWM LLC)’s UP Fintech Holding TIGR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TIGR Stock Details TIGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.08K Sell
171
-33,128
-99% -$270K ﹤0.01% 5384
2025
Q4 		$318K Buy
+33,299
New +$318K ﹤0.01% 2223
2025
Q3 		– Sell
-256
Closed -$2K – 5543
2025
Q2 		$2K Hold
256
– – ﹤0.01% 4929
2025
Q1 		$2K Hold
256
– – ﹤0.01% 4818
2024
Q4 		$2K Hold
256
– – ﹤0.01% 4618
2024
Q3 		$1K Hold
256
– – ﹤0.01% 4723
2024
Q2 		$1K Hold
256
– – ﹤0.01% 4495
2024
Q1 		$1K Hold
256
– – ﹤0.01% 4224
2023
Q4 		$1K Hold
256
– – ﹤0.01% 4051
2023
Q3 		$1K Hold
256
– – ﹤0.01% 4087
2023
Q2 		$1K Hold
256
– – ﹤0.01% 4078
2023
Q1 		$1K Sell
256
-218
-46% -$804 ﹤0.01% 3935
2022
Q4 		$2K Hold
474
– – ﹤0.01% 3630
2022
Q3 		$2K Hold
474
– – ﹤0.01% 3544
2022
Q2 		$2K Hold
474
– – ﹤0.01% 3417
2022
Q1 		$2K Hold
474
– – ﹤0.01% 3232
2021
Q4 		$2K Buy
+474
New +$3.32K ﹤0.01% 3182
2021
Q2 		$62K Hold
2,147
– – ﹤0.01% 1311
2021
Q1 		$62K Hold
2,147
– – ﹤0.01% 1311
2020
Q4 		$62K Hold
2,147
– – ﹤0.01% 1311
2020
Q3 		$62K Hold
2,147
– – ﹤0.01% 1311
2020
Q2 		$62K Hold
2,147
– – ﹤0.01% 1311
2020
Q1 		$62K Hold
2,147
– – ﹤0.01% 1311
2019
Q4 		$62K Hold
2,147
– – ﹤0.01% 1311
2019
Q3 		$62K Hold
2,147
– – ﹤0.01% 1311
2019
Q2 		$62K Hold
2,147
– – ﹤0.01% 1311
2019
Q1 		$62K Buy
+2,147
New +$25.1K ﹤0.01% 1311

Other funds holding TIGR

AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
S2L
Sparta 24 Ltd Tirat Hacarmel, Israel $109M AUM 16.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its UP Fintech Holding (TIGR) stake by 99% in Q1 2026, selling an estimated $270K and leaving 171 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #5384.

Carson Wealth (CWM LLC) first reported a position in TIGR in Q1 2019 and has held it in 27 quarters since. The position peaked at $318K in Q4 2025. 125 funds tracked by Wall St. Rank hold TIGR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 171 shares of UP Fintech Holding worth $1.08K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 33,128 UP Fintech Holding shares in Q1 2026, an estimated $270K.
  • UP Fintech Holding made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5384 holding.
  • Carson Wealth (CWM LLC) first reported a position in UP Fintech Holding in Q1 2019 and has held it in 27 quarters since.
  • Carson Wealth (CWM LLC)'s UP Fintech Holding position peaked at $318K in Q4 2025.
  • 125 funds tracked by Wall St. Rank held UP Fintech Holding as of Q1 2026.

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