Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s State Street US Sector Rotation ETF XLSR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XLSR Stock Details XLSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.5K Buy
+251
New +$15.3K ﹤0.01% 4614
2023
Q2 		– Sell
-29
Closed -$1K – 4486
2023
Q1 		$1K Hold
29
– – ﹤0.01% 3960
2022
Q4 		$1K Buy
+29
New +$1.13K ﹤0.01% 3877

Other funds holding XLSR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LWMI
Landmark Wealth Management (Illinois) Normal, Illinois $302M AUM 16.89% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in State Street US Sector Rotation ETF (XLSR) in Q1 2026: 251 shares worth $14.5K. The stake represents ﹤0.01% of the portfolio and ranks #4614 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in XLSR as recently as Q1 2023.

Carson Wealth (CWM LLC) first reported a position in XLSR in Q4 2022 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold XLSR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 251 shares of State Street US Sector Rotation ETF worth $14.5K as of Q1 2026.
  • State Street US Sector Rotation ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • State Street US Sector Rotation ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4614 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street US Sector Rotation ETF in Q4 2022 and has held it in 3 quarters since.
  • 132 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q1 2026.

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