Carson Wealth (CWM LLC)
XAIX

Carson Wealth (CWM LLC)’s Xtrackers Artificial Intelligence and Big Data ETF XAIX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XAIX Stock Details XAIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-100
Closed -$3K – 5244
2024
Q4 		$3K Buy
+100
New +$3.35K ﹤0.01% 4482

Other funds holding XAIX

Citadel Advisors
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RWM
Rialto Wealth Management Syracuse, New York $445M AUM 15.58% 1-Year Est. Return
MCM
Manchester Capital Management Manchester, Vermont $694M AUM 22.34% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Carson Wealth (CWM LLC)'s XAIX Position: Q1 2025 in Review

Carson Wealth (CWM LLC) sold out of Xtrackers Artificial Intelligence and Big Data ETF (XAIX) in Q1 2025, closing a stake of 100 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in XAIX in Q4 2024 and held it in 1 quarter. The position peaked at $3K in Q4 2024. 16 funds tracked by Wall St. Rank hold XAIX as of Q1 2025.

  • Carson Wealth (CWM LLC) reported no remaining Xtrackers Artificial Intelligence and Big Data ETF position as of Q1 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 100 Xtrackers Artificial Intelligence and Big Data ETF shares in Q1 2025, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in Xtrackers Artificial Intelligence and Big Data ETF in Q4 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Xtrackers Artificial Intelligence and Big Data ETF position peaked at $3K in Q4 2024.
  • 16 funds tracked by Wall St. Rank held Xtrackers Artificial Intelligence and Big Data ETF as of Q1 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.