Carson Wealth (CWM LLC)’s United States 12 Month Natural Gas Fund UNL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-72	Closed	-$1K	–	5804
2025 Q4	$1K	Hold	72	–	–	﹤0.01%	5296
2025 Q3	$1K	Buy	+72	New	+$575	﹤0.01%	5200
2024 Q3	–	Sell	-2,000	Closed	-$17K	–	5166
2024 Q2	$17K	Hold	2,000	–	–	﹤0.01%	3241
2024 Q1	$15K	Buy	+2,000	New	+$16.5K	﹤0.01%	3110
2023 Q3	–	Sell	-208	Closed	-$2K	–	4543
2023 Q2	$2K	Buy	+208	New	+$2.31K	﹤0.01%	3859
2022 Q4	–	Sell	-433	Closed	-$10K	–	4264
2022 Q3	$10K	Buy	433 +333	+333%	+$8.03K	﹤0.01%	2706
2022 Q2	$2K	Buy	+100	New	+$2.33K	﹤0.01%	3422

Other funds holding UNL

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

VWM

Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of United States 12 Month Natural Gas Fund (UNL) in Q1 2026, closing a stake of 72 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in UNL in Q2 2022 and held it in 7 quarters. The position peaked at $17K in Q2 2024. 13 funds tracked by Wall St. Rank hold UNL as of Q1 2026.

Carson Wealth (CWM LLC) reported no remaining United States 12 Month Natural Gas Fund position as of Q1 2026 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 72 United States 12 Month Natural Gas Fund shares in Q1 2026, an estimated $1K.
Carson Wealth (CWM LLC) first reported a position in United States 12 Month Natural Gas Fund in Q2 2022 and held it in 7 quarters.
Carson Wealth (CWM LLC)'s United States 12 Month Natural Gas Fund position peaked at $17K in Q2 2024.
13 funds tracked by Wall St. Rank held United States 12 Month Natural Gas Fund as of Q1 2026.

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