Carson Wealth (CWM LLC)’s US Commodity Index USCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28.6K	Hold	300	–	–	﹤0.01%	4197
2025 Q4	$23K	Hold	300	–	–	﹤0.01%	4100
2025 Q3	$23K	Sell	300 -87	-22%	-$6.58K	﹤0.01%	4048
2025 Q2	$28K	Hold	387	–	–	﹤0.01%	3699
2025 Q1	$28K	Hold	387	–	–	﹤0.01%	3454
2024 Q4	$26K	Hold	387	–	–	﹤0.01%	3268
2024 Q3	$24K	Sell	387 -14	-3%	-$856	﹤0.01%	3255
2024 Q2	$25K	Sell	401 -85	-17%	-$5.29K	﹤0.01%	2983
2024 Q1	$30K	Sell	486 -25	-5%	-$1.45K	﹤0.01%	2647
2023 Q4	$29K	Sell	511 -2,294	-82%	-$133K	﹤0.01%	2544
2023 Q3	$166K	Buy	2,805 +2,505	+835%	+$146K	﹤0.01%	1386
2023 Q2	$16K	Hold	300	–	–	﹤0.01%	2796
2023 Q1	$16K	Hold	300	–	–	﹤0.01%	2671
2022 Q4	$17K	Hold	300	–	–	﹤0.01%	2487
2022 Q3	$15K	Buy	+300	New	+$16.1K	﹤0.01%	2437

Other funds holding USCI

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFS

Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its US Commodity Index (USCI) position steady in Q1 2026 at 300 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4197.

Carson Wealth (CWM LLC) first reported a position in USCI in Q3 2022 and has held it in 15 quarters since. The position peaked at $166K in Q3 2023. 71 funds tracked by Wall St. Rank hold USCI as of Q1 2026.

Carson Wealth (CWM LLC) held 300 shares of US Commodity Index worth $28.6K as of Q1 2026.
Carson Wealth (CWM LLC) left its US Commodity Index share count unchanged in Q1 2026.
US Commodity Index made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4197 holding.
Carson Wealth (CWM LLC) first reported a position in US Commodity Index in Q3 2022 and has held it in 15 quarters since.
Carson Wealth (CWM LLC)'s US Commodity Index position peaked at $166K in Q3 2023.
71 funds tracked by Wall St. Rank held US Commodity Index as of Q1 2026.

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