Carson Wealth (CWM LLC)
USL icon

Carson Wealth (CWM LLC)’s United States 12 Month Oil Fund, USL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio USL Stock Details USL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.07K Hold
43
– – ﹤0.01% 5269
2025
Q4 		$1K Hold
43
– – ﹤0.01% 5300
2025
Q3 		$2K Buy
+43
New +$1.55K ﹤0.01% 5050

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Jane Street
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BL
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CCP
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FTUS
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Citadel Advisors
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Carson Wealth (CWM LLC)'s USL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its United States 12 Month Oil Fund, (USL) position steady in Q1 2026 at 43 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #5269.

Carson Wealth (CWM LLC) first reported a position in USL in Q3 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold USL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 43 shares of United States 12 Month Oil Fund, worth $2.07K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its United States 12 Month Oil Fund, share count unchanged in Q1 2026.
  • United States 12 Month Oil Fund, made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5269 holding.
  • Carson Wealth (CWM LLC) first reported a position in United States 12 Month Oil Fund, in Q3 2025 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held United States 12 Month Oil Fund, as of Q1 2026.

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