Carson Wealth (CWM LLC)
XTIA icon

Carson Wealth (CWM LLC)’s XTI Aerospace XTIA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XTIA Stock Details XTIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$522 Buy
+252
New +$501 ﹤0.01% 5461

Other funds holding XTIA

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MA
MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AA
AlphaCentric Advisors San Juan, Puerto Rico $100M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
C
Covestor London, United Kingdom $144M AUM 37.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in XTI Aerospace (XTIA) in Q1 2026: 252 shares worth $522. The stake represents ﹤0.01% of the portfolio and ranks #5461 among its holdings.

52 funds tracked by Wall St. Rank hold XTIA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 252 shares of XTI Aerospace worth $522 as of Q1 2026.
  • XTI Aerospace was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • XTI Aerospace made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5461 holding.
  • 52 funds tracked by Wall St. Rank held XTI Aerospace as of Q1 2026.

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