Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Procure Space ETF UFO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio UFO Stock Details UFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.9K Buy
289
+25
+9% +$1.12K ﹤0.01% 4677
2025
Q4 		$10K Buy
+264
New +$9.67K ﹤0.01% 4567
2024
Q4 		– Sell
-2
Closed – – 5178
2024
Q3 		$0 Hold
2
– – ﹤0.01% 5162
2024
Q2 		$0 Hold
2
– – ﹤0.01% 4958
2024
Q1 		$0 Hold
2
– – ﹤0.01% 4763
2023
Q4 		$0 Sell
2
-196
-99% -$3.21K ﹤0.01% 4527
2023
Q3 		$3K Hold
198
– – ﹤0.01% 3714
2023
Q2 		$4K Buy
198
+2
+1% +$38 ﹤0.01% 3572
2023
Q1 		$4K Hold
196
– – ﹤0.01% 3432
2022
Q4 		$4K Hold
196
– – ﹤0.01% 3340
2022
Q3 		$4K Hold
196
– – ﹤0.01% 3226
2022
Q2 		$4K Hold
196
– – ﹤0.01% 3138
2022
Q1 		$5K Hold
196
– – ﹤0.01% 2880
2021
Q4 		$5K Buy
+196
New +$5.72K ﹤0.01% 2767
2021
Q2 		$6K Hold
196
– – ﹤0.01% 2322
2021
Q1 		$6K Hold
196
– – ﹤0.01% 2321
2020
Q4 		$6K Hold
196
– – ﹤0.01% 2320
2020
Q3 		$6K Hold
196
– – ﹤0.01% 2320
2020
Q2 		$6K Hold
196
– – ﹤0.01% 2320
2020
Q1 		$6K Hold
196
– – ﹤0.01% 2320
2019
Q4 		$6K Hold
196
– – ﹤0.01% 2320
2019
Q3 		$6K Hold
196
– – ﹤0.01% 2319
2019
Q2 		$6K Buy
+196
New +$5.1K ﹤0.01% 2319

Other funds holding UFO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 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 UFO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Procure Space ETF (UFO) stake by 9.5% in Q1 2026, buying an estimated $1.12K and bringing the position to 289 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4677.

Carson Wealth (CWM LLC) first reported a position in UFO in Q2 2019 and has held it in 23 quarters since. 94 funds tracked by Wall St. Rank hold UFO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 289 shares of Procure Space ETF worth $12.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 25 Procure Space ETF shares in Q1 2026, an estimated $1.12K.
  • Procure Space ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4677 holding.
  • Carson Wealth (CWM LLC) first reported a position in Procure Space ETF in Q2 2019 and has held it in 23 quarters since.
  • 94 funds tracked by Wall St. Rank held Procure Space ETF as of Q1 2026.

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