Carson Wealth (CWM LLC)
AWP

Carson Wealth (CWM LLC)’s abrdn Global Premier Properties Fund AWP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AWP Stock Details AWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.2K Hold
1,195
– – ﹤0.01% 4666
2025
Q4 		$14K Hold
1,195
– – ﹤0.01% 4351
2025
Q3 		$14K Buy
1,195
+1,043
+686% +$12.3K ﹤0.01% 4296
2025
Q2 		$2K Hold
152
– – ﹤0.01% 4850
2025
Q1 		$2K Hold
152
– – ﹤0.01% 4723
2024
Q4 		$2K Hold
152
– – ﹤0.01% 4496
2024
Q3 		$2K Buy
+152
New +$1.92K ﹤0.01% 4357
2023
Q3 		– Sell
-164
Closed -$2K – 4176
2023
Q2 		$2K Buy
+164
New +$1.91K ﹤0.01% 3749
2023
Q1 		– Sell
-62
Closed -$1K – 4038
2022
Q4 		$1K Hold
62
– – ﹤0.01% 3690
2022
Q3 		$1K Hold
62
– – ﹤0.01% 3599
2022
Q2 		$1K Buy
+62
New +$1.02K ﹤0.01% 3488
2022
Q1 		– Sell
-25
Closed -$1K – 3518
2021
Q4 		$1K Buy
+25
New +$483 ﹤0.01% 3245
2021
Q2 		$1K Hold
75
– – ﹤0.01% 2754
2021
Q1 		$1K Hold
75
– – ﹤0.01% 2754
2020
Q4 		$1K Hold
75
– – ﹤0.01% 2754
2020
Q3 		$1K Hold
75
– – ﹤0.01% 2754
2020
Q2 		$1K Hold
75
– – ﹤0.01% 2754
2020
Q1 		$1K Hold
75
– – ﹤0.01% 2753
2019
Q4 		$1K Hold
75
– – ﹤0.01% 2753
2019
Q3 		$1K Hold
75
– – ﹤0.01% 2753
2019
Q2 		$1K Hold
75
– – ﹤0.01% 2753
2019
Q1 		$1K Buy
+75
New +$1.27K ﹤0.01% 2753

Other funds holding AWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.22% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its abrdn Global Premier Properties Fund (AWP) position steady in Q1 2026 at 1,195 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4666.

Carson Wealth (CWM LLC) first reported a position in AWP in Q1 2019 and has held it in 22 quarters since. The position peaked at $14K in Q4 2025. 80 funds tracked by Wall St. Rank hold AWP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,195 shares of abrdn Global Premier Properties Fund worth $13.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its abrdn Global Premier Properties Fund share count unchanged in Q1 2026.
  • abrdn Global Premier Properties Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4666 holding.
  • Carson Wealth (CWM LLC) first reported a position in abrdn Global Premier Properties Fund in Q1 2019 and has held it in 22 quarters since.
  • Carson Wealth (CWM LLC)'s abrdn Global Premier Properties Fund position peaked at $14K in Q4 2025.
  • 80 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q1 2026.

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