Carson Wealth (CWM LLC)
UXI icon

Carson Wealth (CWM LLC)’s ProShares Ultra Industrials UXI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio UXI Stock Details UXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.5K Hold
51
– – ﹤0.01% 5220
2025
Q4 		$2K Buy
51
+1
+2% +$46 ﹤0.01% 5143
2025
Q3 		$2K Buy
+50
New +$2.25K ﹤0.01% 5051

Other funds holding UXI

IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its ProShares Ultra Industrials (UXI) position steady in Q1 2026 at 51 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #5220.

Carson Wealth (CWM LLC) first reported a position in UXI in Q3 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold UXI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 51 shares of ProShares Ultra Industrials worth $2.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its ProShares Ultra Industrials share count unchanged in Q1 2026.
  • ProShares Ultra Industrials made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5220 holding.
  • Carson Wealth (CWM LLC) first reported a position in ProShares Ultra Industrials in Q3 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held ProShares Ultra Industrials as of Q1 2026.

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