Carson Wealth (CWM LLC)
VUSE icon

Carson Wealth (CWM LLC)’s Vident US Equity Strategy ETF VUSE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VUSE Stock Details VUSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$45.2K Sell
720
-153
-18% -$10K ﹤0.01% 3891
2025
Q4 		$58K Buy
873
+449
+106% +$29.6K ﹤0.01% 3494
2025
Q3 		$28K Buy
+424
New +$27.3K ﹤0.01% 3933

Other funds holding VUSE

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
WH
Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Vident US Equity Strategy ETF (VUSE) stake by 18% in Q1 2026, selling an estimated $10K and leaving 720 shares worth $45.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3891.

Carson Wealth (CWM LLC) first reported a position in VUSE in Q3 2025 and has held it in 3 quarters since. The position peaked at $58K in Q4 2025. 35 funds tracked by Wall St. Rank hold VUSE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 720 shares of Vident US Equity Strategy ETF worth $45.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 153 Vident US Equity Strategy ETF shares in Q1 2026, an estimated $10K.
  • Vident US Equity Strategy ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3891 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vident US Equity Strategy ETF in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Vident US Equity Strategy ETF position peaked at $58K in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Vident US Equity Strategy ETF as of Q1 2026.

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