Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Liberty All-Star Equity Fund USA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$98.3K Hold
17,705
– – ﹤0.01% 3289
2025
Q4 		$111K Hold
17,705
– – ﹤0.01% 2989
2025
Q3 		$112K Buy
17,705
+15,225
+614% +$101K ﹤0.01% 2900
2025
Q2 		$17K Hold
2,480
– – ﹤0.01% 4020
2025
Q1 		$16K Buy
2,480
+41
+2% +$283 ﹤0.01% 3851
2024
Q4 		$17K Hold
2,439
– – ﹤0.01% 3559
2024
Q3 		$17K Buy
2,439
+41
+2% +$281 ﹤0.01% 3479
2024
Q2 		$16K Sell
2,398
-439
-15% -$2.99K ﹤0.01% 3280
2024
Q1 		$20K Buy
2,837
+553
+24% +$3.7K ﹤0.01% 2922
2023
Q4 		$15K Sell
2,284
-1,799
-44% -$10.9K ﹤0.01% 2956
2023
Q3 		$24K Hold
4,083
– – ﹤0.01% 2580
2023
Q2 		$26K Buy
4,083
+370
+10% +$2.26K ﹤0.01% 2464
2023
Q1 		$23K Buy
3,713
+605
+19% +$3.72K ﹤0.01% 2415
2022
Q4 		$18K Sell
3,108
-3,807
-55% -$22.8K ﹤0.01% 2460
2022
Q3 		$38K Buy
6,915
+3,007
+77% +$19.4K ﹤0.01% 1804
2022
Q2 		$25K Buy
3,908
+1,283
+49% +$8.9K ﹤0.01% 1989
2022
Q1 		$21K Buy
2,625
+198
+8% +$1.52K ﹤0.01% 2071
2021
Q4 		$20K Buy
+2,427
New +$20.5K ﹤0.01% 2000
2021
Q2 		$16K Hold
1,731
– – ﹤0.01% 1905
2021
Q1 		$16K Hold
1,731
– – ﹤0.01% 1905
2020
Q4 		$16K Hold
1,731
– – ﹤0.01% 1905
2020
Q3 		$16K Hold
1,731
– – ﹤0.01% 1905
2020
Q2 		$16K Hold
1,731
– – ﹤0.01% 1905
2020
Q1 		$16K Hold
1,731
– – ﹤0.01% 1905
2019
Q4 		$16K Hold
1,731
– – ﹤0.01% 1905
2019
Q3 		$16K Hold
1,731
– – ﹤0.01% 1905
2019
Q2 		$16K Hold
1,731
– – ﹤0.01% 1905
2019
Q1 		$16K Buy
+1,731
New +$10.2K ﹤0.01% 1905
2014
Q1 		– Sell
-2,844
Closed -$17K – 470
2013
Q4 		$17K Buy
+2,844
New +$16.2K ﹤0.01% 390

Other funds holding USA

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Liberty All-Star Equity Fund (USA) position steady in Q1 2026 at 17,705 shares worth $98.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3289.

Carson Wealth (CWM LLC) first reported a position in USA in Q4 2013 and has held it in 29 quarters since. The position peaked at $112K in Q3 2025. 220 funds tracked by Wall St. Rank hold USA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 17,705 shares of Liberty All-Star Equity Fund worth $98.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Liberty All-Star Equity Fund share count unchanged in Q1 2026.
  • Liberty All-Star Equity Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3289 holding.
  • Carson Wealth (CWM LLC) first reported a position in Liberty All-Star Equity Fund in Q4 2013 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Liberty All-Star Equity Fund position peaked at $112K in Q3 2025.
  • 220 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2026.

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