Carson Wealth (CWM LLC)’s ProShares Ultra High Yield UJB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio UJB Stock Details UJB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-331	Closed	-$26K	–	5801
2025 Q4	$26K	Buy	331 +235	+245%	+$18.4K	﹤0.01%	4023
2025 Q3	$8K	Buy	+96	New	+$7.44K	﹤0.01%	4589
2024 Q3	–	Sell	-911	Closed	-$62K	–	5164
2024 Q2	$62K	Buy	+911	New	+$62K	﹤0.01%	2321

Other funds holding UJB

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of ProShares Ultra High Yield (UJB) in Q1 2026, closing a stake of 331 shares — an estimated $26K sold.

Carson Wealth (CWM LLC) first reported a position in UJB in Q2 2024 and held it in 3 quarters. The position peaked at $62K in Q2 2024. 3 funds tracked by Wall St. Rank hold UJB as of Q1 2026.

Carson Wealth (CWM LLC) reported no remaining ProShares Ultra High Yield position as of Q1 2026 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 331 ProShares Ultra High Yield shares in Q1 2026, an estimated $26K.
Carson Wealth (CWM LLC) first reported a position in ProShares Ultra High Yield in Q2 2024 and held it in 3 quarters.
Carson Wealth (CWM LLC)'s ProShares Ultra High Yield position peaked at $62K in Q2 2024.
3 funds tracked by Wall St. Rank held ProShares Ultra High Yield as of Q1 2026.

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