Carson Wealth (CWM LLC)
XRPR

Carson Wealth (CWM LLC)’s REX-Osprey XRP ETF XRPR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XRPR Stock Details XRPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,640
Closed -$70K – 5850
2025
Q4 		$70K Buy
4,640
+871
+23% +$16.4K ﹤0.01% 3362
2025
Q3 		$89K Buy
+3,769
New +$90.2K ﹤0.01% 3082

Other funds holding XRPR

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
IC
Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return
MFG
Mustico Financial Group Elmira, New York $143M AUM 15.64% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $241M AUM
JG
Jain Global New York $24.2B AUM 34.82% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of REX-Osprey XRP ETF (XRPR) in Q1 2026, closing a stake of 4,640 shares — an estimated $70K sold.

Carson Wealth (CWM LLC) first reported a position in XRPR in Q3 2025 and held it in 2 quarters. The position peaked at $89K in Q3 2025. 28 funds tracked by Wall St. Rank hold XRPR as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining REX-Osprey XRP ETF position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 4,640 REX-Osprey XRP ETF shares in Q1 2026, an estimated $70K.
  • Carson Wealth (CWM LLC) first reported a position in REX-Osprey XRP ETF in Q3 2025 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s REX-Osprey XRP ETF position peaked at $89K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held REX-Osprey XRP ETF as of Q1 2026.

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