Carson Wealth (CWM LLC)’s iShares Future Exponential Technologies ETF XT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XT Stock Details XT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.4M	Sell	182,419 -1,671	-0.9%	-$119K	0.03%	471
2025 Q4	$12.8M	Sell	184,090 -2,919	-2%	-$214K	0.03%	433
2025 Q3	$13.5M	Sell	187,009 -2,505	-1%	-$170K	0.04%	374
2025 Q2	$12.4M	Sell	189,514 -12,745	-6%	-$760K	0.04%	342
2025 Q1	$11.6M	Sell	202,259 -5,272	-3%	-$322K	0.05%	316
2024 Q4	$12.4M	Buy	207,531 +182,716	+736%	+$11.1M	0.05%	278
2024 Q3	$1.51M	Buy	24,815 +316	+1%	+$18.6K	0.01%	830
2024 Q2	$1.44M	Sell	24,499 -458	-2%	-$26.6K	0.01%	737
2024 Q1	$1.49M	Sell	24,957 -4,666	-16%	-$274K	0.01%	708
2023 Q4	$1.77M	Buy	29,623 +2,866	+11%	+$155K	0.01%	605
2023 Q3	$1.4M	Buy	26,757 +5,933	+28%	+$327K	0.01%	626
2023 Q2	$1.16M	Buy	20,824 +1,852	+10%	+$97.6K	0.01%	667
2023 Q1	$1M	Sell	18,972 -2,529	-12%	-$130K	0.01%	668
2022 Q4	$1.02M	Sell	21,501 -5,834	-21%	-$279K	0.01%	610
2022 Q3	$1.22M	Sell	27,335 -3,368	-11%	-$168K	0.01%	507
2022 Q2	$1.47M	Sell	30,703 -7,457	-20%	-$387K	0.01%	462
2022 Q1	$2.25M	Sell	38,160 -5,392	-12%	-$317K	0.02%	393
2021 Q4	$2.88M	Buy	+43,552	New	+$2.84M	0.02%	368
2021 Q2	$2.77M	Hold	43,804	–	–	0.02%	362
2021 Q1	$2.77M	Hold	43,804	–	–	0.02%	362
2020 Q4	$2.77M	Hold	43,804	–	–	0.02%	362
2020 Q3	$2.77M	Hold	43,804	–	–	0.02%	362
2020 Q2	$2.77M	Hold	43,804	–	–	0.02%	362
2020 Q1	$2.77M	Hold	43,804	–	–	0.02%	362
2019 Q4	$2.77M	Hold	43,804	–	–	0.02%	362
2019 Q3	$2.77M	Hold	43,804	–	–	0.02%	362
2019 Q2	$2.77M	Hold	43,804	–	–	0.02%	362
2019 Q1	$2.77M	Sell	43,804 -5,525	-11%	-$201K	0.02%	362
2018 Q4	$1.64M	Buy	49,329 +37,003	+300%	+$1.31M	0.04%	311
2018 Q3	$477K	Buy	+12,326	New	+$468K	0.01%	394

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares Future Exponential Technologies ETF (XT) stake by 0.91% in Q1 2026, selling an estimated $119K and leaving 182,419 shares worth $12.4M. The position accounts for 0.03% of the portfolio, ranked #471.

Carson Wealth (CWM LLC) first reported a position in XT in Q3 2018 and has held it in 30 quarters since. The position peaked at $13.5M in Q3 2025. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

Carson Wealth (CWM LLC) held 182,419 shares of iShares Future Exponential Technologies ETF worth $12.4M as of Q1 2026.
Carson Wealth (CWM LLC) sold 1,671 iShares Future Exponential Technologies ETF shares in Q1 2026, an estimated $119K.
iShares Future Exponential Technologies ETF made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #471 holding.
Carson Wealth (CWM LLC) first reported a position in iShares Future Exponential Technologies ETF in Q3 2018 and has held it in 30 quarters since.
Carson Wealth (CWM LLC)'s iShares Future Exponential Technologies ETF position peaked at $13.5M in Q3 2025.
267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

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