Carson Wealth (CWM LLC)’s AdvisorShares Pure Cannabis ETF YOLO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.5K	Sell	7,812 -35	-0.4%	-$104	﹤0.01%	4395
2025 Q4	$26K	Buy	+7,847	New	+$25.4K	﹤0.01%	4025
2024 Q4	–	Sell	-160	Closed	-$1K	–	5205
2024 Q3	$1K	Buy	+160	New	+$532	﹤0.01%	4748
2023 Q1	–	Sell	-100	Closed	–	–	4372
2022 Q4	$0	Sell	100 -500	-83%	-$2.32K	﹤0.01%	4286
2022 Q3	$3K	Hold	600	–	–	﹤0.01%	3383
2022 Q2	$3K	Sell	600 -100	-14%	-$752	﹤0.01%	3260
2022 Q1	$7K	Hold	700	–	–	﹤0.01%	2708
2021 Q4	$9K	Buy	+700	New	+$10.5K	﹤0.01%	2444
2021 Q2	$4K	Hold	200	–	–	﹤0.01%	2481
2021 Q1	$4K	Hold	200	–	–	﹤0.01%	2481
2020 Q4	$4K	Hold	200	–	–	﹤0.01%	2479
2020 Q3	$4K	Hold	200	–	–	﹤0.01%	2479
2020 Q2	$4K	Hold	200	–	–	﹤0.01%	2479
2020 Q1	$4K	Hold	200	–	–	﹤0.01%	2479
2019 Q4	$4K	Hold	200	–	–	﹤0.01%	2477
2019 Q3	$4K	Hold	200	–	–	﹤0.01%	2477
2019 Q2	$4K	Buy	+200	New	+$4.84K	﹤0.01%	2476

Other funds holding YOLO

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $315M AUM 38.29% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $1.84B AUM 19.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its AdvisorShares Pure Cannabis ETF (YOLO) stake by 0.45% in Q1 2026, selling an estimated $104 and leaving 7,812 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4395.

Carson Wealth (CWM LLC) first reported a position in YOLO in Q2 2019 and has held it in 17 quarters since. The position peaked at $26K in Q4 2025. 54 funds tracked by Wall St. Rank hold YOLO as of Q1 2026.

Carson Wealth (CWM LLC) held 7,812 shares of AdvisorShares Pure Cannabis ETF worth $20.5K as of Q1 2026.
Carson Wealth (CWM LLC) sold 35 AdvisorShares Pure Cannabis ETF shares in Q1 2026, an estimated $104.
AdvisorShares Pure Cannabis ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4395 holding.
Carson Wealth (CWM LLC) first reported a position in AdvisorShares Pure Cannabis ETF in Q2 2019 and has held it in 17 quarters since.
Carson Wealth (CWM LLC)'s AdvisorShares Pure Cannabis ETF position peaked at $26K in Q4 2025.
54 funds tracked by Wall St. Rank held AdvisorShares Pure Cannabis ETF as of Q1 2026.

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