Carson Wealth (CWM LLC)’s Fundrise Innovation Fund VCX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$262	Buy	+2	New	+$391	﹤0.01%	5509

Other funds holding VCX

CloudAlpha Capital Management Hong Kong $3.51B AUM 530.07% 1-Year Est. Return

Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Weiss Asset Management Boston, Massachusetts $9.5B AUM 55.06% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Scientech Research LLC Jersey City, New Jersey $123M AUM 198.31% 1-Year Est. Return

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

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

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Fundrise Innovation Fund (VCX) in Q1 2026: 2 shares worth $262. The stake represents ﹤0.01% of the portfolio and ranks #5509 among its holdings.

25 funds tracked by Wall St. Rank hold VCX as of Q1 2026.

Carson Wealth (CWM LLC) held 2 shares of Fundrise Innovation Fund worth $262 as of Q1 2026.
Fundrise Innovation Fund was a new Carson Wealth (CWM LLC) position in Q1 2026.
Fundrise Innovation Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5509 holding.
25 funds tracked by Wall St. Rank held Fundrise Innovation Fund as of Q1 2026.

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