Carson Wealth (CWM LLC)’s Pabrai Wagons ETF WAGN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$327K	Buy	+23,202	New	+$330K	﹤0.01%	2319

Other funds holding WAGN

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

GJIA

Glass Jacobson Investment Advisors Owings Mills, Maryland $321M AUM 20.69% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Pabrai Wagons ETF (WAGN) in Q1 2026: 23,202 shares worth $327K. The stake represents ﹤0.01% of the portfolio and ranks #2319 among its holdings.

13 funds tracked by Wall St. Rank hold WAGN as of Q1 2026.

Carson Wealth (CWM LLC) held 23,202 shares of Pabrai Wagons ETF worth $327K as of Q1 2026.
Pabrai Wagons ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
Pabrai Wagons ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2319 holding.
13 funds tracked by Wall St. Rank held Pabrai Wagons ETF as of Q1 2026.

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