Carson Wealth (CWM LLC)
WBIY icon

Carson Wealth (CWM LLC)’s WBI Power Factor High Dividend ETF WBIY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WBIY Stock Details WBIY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-227
Closed -$7K – 5576
2025
Q2 		$7K Hold
227
– – ﹤0.01% 4495
2025
Q1 		$7K Buy
+227
New +$6.81K ﹤0.01% 4324

Other funds holding WBIY

WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WBIY Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of WBI Power Factor High Dividend ETF (WBIY) in Q3 2025, closing a stake of 227 shares — an estimated $7K sold.

Carson Wealth (CWM LLC) first reported a position in WBIY in Q1 2025 and held it in 2 quarters. The position peaked at $7K in Q2 2025. 22 funds tracked by Wall St. Rank hold WBIY as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining WBI Power Factor High Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 227 WBI Power Factor High Dividend ETF shares in Q3 2025, an estimated $7K.
  • Carson Wealth (CWM LLC) first reported a position in WBI Power Factor High Dividend ETF in Q1 2025 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s WBI Power Factor High Dividend ETF position peaked at $7K in Q2 2025.
  • 22 funds tracked by Wall St. Rank held WBI Power Factor High Dividend ETF as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.