Carson Wealth (CWM LLC)
AUSF icon

Carson Wealth (CWM LLC)’s Global X Adaptive US Factor ETF AUSF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AUSF Stock Details AUSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.42K Hold
50
– – ﹤0.01% 5232
2025
Q4 		$2K Buy
+50
New +$2.29K ﹤0.01% 5053

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BWL
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PAG
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T
Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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Raymond James Financial
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Carson Wealth (CWM LLC)'s AUSF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Global X Adaptive US Factor ETF (AUSF) position steady in Q1 2026 at 50 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #5232.

Carson Wealth (CWM LLC) first reported a position in AUSF in Q4 2025 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold AUSF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 50 shares of Global X Adaptive US Factor ETF worth $2.42K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Global X Adaptive US Factor ETF share count unchanged in Q1 2026.
  • Global X Adaptive US Factor ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5232 holding.
  • Carson Wealth (CWM LLC) first reported a position in Global X Adaptive US Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held Global X Adaptive US Factor ETF as of Q1 2026.

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