Carson Wealth (CWM LLC)
TRFK icon

Carson Wealth (CWM LLC)’s Pacer Data and Digital Revolution ETF TRFK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TRFK Stock Details TRFK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.9K Buy
544
+69
+15% +$4.43K ﹤0.01% 4078
2025
Q4 		$30K Sell
475
-450
-49% -$30.6K ﹤0.01% 3959
2025
Q3 		$62K Buy
925
+450
+95% +$28.1K ﹤0.01% 3355
2025
Q2 		$28K Hold
475
– – ﹤0.01% 3698
2025
Q1 		$21K Buy
+475
New +$23.8K ﹤0.01% 3653

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Pacer Data and Digital Revolution ETF (TRFK) stake by 15% in Q1 2026, buying an estimated $4.43K and bringing the position to 544 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4078.

Carson Wealth (CWM LLC) first reported a position in TRFK in Q1 2025 and has held it in 5 quarters since. The position peaked at $62K in Q3 2025. 97 funds tracked by Wall St. Rank hold TRFK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 544 shares of Pacer Data and Digital Revolution ETF worth $33.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 69 Pacer Data and Digital Revolution ETF shares in Q1 2026, an estimated $4.43K.
  • Pacer Data and Digital Revolution ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4078 holding.
  • Carson Wealth (CWM LLC) first reported a position in Pacer Data and Digital Revolution ETF in Q1 2025 and has held it in 5 quarters since.
  • Carson Wealth (CWM LLC)'s Pacer Data and Digital Revolution ETF position peaked at $62K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held Pacer Data and Digital Revolution ETF as of Q1 2026.

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