Carson Wealth (CWM LLC)
XRPZ

Carson Wealth (CWM LLC)’s Franklin XRP ETF XRPZ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XRPZ Stock Details XRPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.01K Buy
412
+67
+19% +$1.17K ﹤0.01% 4964
2025
Q4 		$7K Buy
+345
New +$7.52K ﹤0.01% 4728

Other funds holding XRPZ

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $260M AUM 4.04% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
IC
Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Franklin XRP ETF (XRPZ) stake by 19% in Q1 2026, buying an estimated $1.17K and bringing the position to 412 shares worth $6.01K. The position accounts for ﹤0.01% of the portfolio, ranked #4964.

Carson Wealth (CWM LLC) first reported a position in XRPZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $7K in Q4 2025. 42 funds tracked by Wall St. Rank hold XRPZ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 412 shares of Franklin XRP ETF worth $6.01K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 67 Franklin XRP ETF shares in Q1 2026, an estimated $1.17K.
  • Franklin XRP ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4964 holding.
  • Carson Wealth (CWM LLC) first reported a position in Franklin XRP ETF in Q4 2025 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s Franklin XRP ETF position peaked at $7K in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Franklin XRP ETF as of Q1 2026.

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