Carson Wealth (CWM LLC)’s ProShares Ultra 7-10 Year Treasury UST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-84	Closed	-$4K	–	5805
2025 Q4	$4K	Sell	84 -77	-48%	-$3.43K	﹤0.01%	4921
2025 Q3	$7K	Buy	+161	New	+$7K	﹤0.01%	4643
2024 Q3	–	Sell	-325	Closed	-$14K	–	5173
2024 Q2	$14K	Buy	+325	New	+$13.6K	﹤0.01%	3359

Other funds holding UST

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of ProShares Ultra 7-10 Year Treasury (UST) in Q1 2026, closing a stake of 84 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in UST in Q2 2024 and held it in 3 quarters. The position peaked at $14K in Q2 2024. 6 funds tracked by Wall St. Rank hold UST as of Q1 2026.

Carson Wealth (CWM LLC) reported no remaining ProShares Ultra 7-10 Year Treasury position as of Q1 2026 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 84 ProShares Ultra 7-10 Year Treasury shares in Q1 2026, an estimated $4K.
Carson Wealth (CWM LLC) first reported a position in ProShares Ultra 7-10 Year Treasury in Q2 2024 and held it in 3 quarters.
Carson Wealth (CWM LLC)'s ProShares Ultra 7-10 Year Treasury position peaked at $14K in Q2 2024.
6 funds tracked by Wall St. Rank held ProShares Ultra 7-10 Year Treasury as of Q1 2026.

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