Carson Wealth (CWM LLC)
TXS icon

Carson Wealth (CWM LLC)’s Texas Capital Texas Equity Index ETF TXS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TXS Stock Details TXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.49K Hold
200
– – ﹤0.01% 4892
2025
Q4 		$7K Buy
+200
New +$7.21K ﹤0.01% 4717

Other funds holding TXS

TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
AW
Ankerstar Wealth Leander, Texas $94.7M AUM
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Texas Capital Texas Equity Index ETF (TXS) position steady in Q1 2026 at 200 shares worth $7.49K. The position accounts for ﹤0.01% of the portfolio, ranked #4892.

Carson Wealth (CWM LLC) first reported a position in TXS in Q4 2025 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold TXS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 200 shares of Texas Capital Texas Equity Index ETF worth $7.49K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Texas Capital Texas Equity Index ETF share count unchanged in Q1 2026.
  • Texas Capital Texas Equity Index ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4892 holding.
  • Carson Wealth (CWM LLC) first reported a position in Texas Capital Texas Equity Index ETF in Q4 2025 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held Texas Capital Texas Equity Index ETF as of Q1 2026.

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