Carson Wealth (CWM LLC)
UXRP icon

Carson Wealth (CWM LLC)’s Proshares Ultra XRP ETF UXRP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio UXRP Stock Details UXRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-100
Closed -$14K – 5735
2025
Q3 		$14K Buy
+100
New +$18.4K ﹤0.01% 4334

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Legacy Wealth Management (Idaho)
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
Mustico Financial Group
Mustico Financial Group Elmira, New York $154M AUM 20.05% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Winnow Wealth
Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Montag & Associates
Montag & Associates Atlanta, Georgia $2.33B AUM 20.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UXRP Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Proshares Ultra XRP ETF (UXRP) in Q4 2025, closing a stake of 100 shares — an estimated $14K sold.

Carson Wealth (CWM LLC) first reported a position in UXRP in Q3 2025 and held it in 1 quarter. The position peaked at $14K in Q3 2025. 17 funds tracked by Wall St. Rank hold UXRP as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Proshares Ultra XRP ETF position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 100 Proshares Ultra XRP ETF shares in Q4 2025, an estimated $14K.
  • Carson Wealth (CWM LLC) first reported a position in Proshares Ultra XRP ETF in Q3 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Proshares Ultra XRP ETF position peaked at $14K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Proshares Ultra XRP ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.