Carson Wealth (CWM LLC)’s USCF Gold Strategy Plus Income Fund USG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.37K	Buy	254 +2	+0.8%	+$77	﹤0.01%	4798
2025 Q4	$9K	Buy	252 +50	+25%	+$2.04K	﹤0.01%	4613
2025 Q3	$8K	Buy	202 +1	+0.5%	+$36	﹤0.01%	4591
2025 Q2	$7K	Buy	201 +1	+0.5%	+$35	﹤0.01%	4501
2025 Q1	$7K	Buy	200 +1	+0.5%	+$32	﹤0.01%	4327
2024 Q4	$6K	Buy	199 +2	+1%	+$60	﹤0.01%	4162
2024 Q3	$6K	Buy	+197	New	+$5.71K	﹤0.01%	4054

Other funds holding USG

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

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

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

PWAM

Papamarkou Wellner Asset Management New York $164M AUM 25.23% 1-Year Est. Return

LWMI

Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its USCF Gold Strategy Plus Income Fund (USG) stake by 0.79% in Q1 2026, buying an estimated $77 and bringing the position to 254 shares worth $9.37K. The position accounts for ﹤0.01% of the portfolio, ranked #4798.

Carson Wealth (CWM LLC) first reported a position in USG in Q3 2024 and has held it in 7 quarters since. 14 funds tracked by Wall St. Rank hold USG as of Q1 2026.

Carson Wealth (CWM LLC) held 254 shares of USCF Gold Strategy Plus Income Fund worth $9.37K as of Q1 2026.
Carson Wealth (CWM LLC) bought 2 USCF Gold Strategy Plus Income Fund shares in Q1 2026, an estimated $77.
USCF Gold Strategy Plus Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4798 holding.
Carson Wealth (CWM LLC) first reported a position in USCF Gold Strategy Plus Income Fund in Q3 2024 and has held it in 7 quarters since.
14 funds tracked by Wall St. Rank held USCF Gold Strategy Plus Income Fund as of Q1 2026.

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