Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BOE Stock Details BOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.9K Buy
1,633
+586
+56% +$6.84K ﹤0.01% 4481
2025
Q4 		$12K Hold
1,047
– – ﹤0.01% 4443
2025
Q3 		$12K Hold
1,047
– – ﹤0.01% 4382
2025
Q2 		$12K Sell
1,047
-4
-0.4% -$44 ﹤0.01% 4192
2025
Q1 		$11K Hold
1,051
– – ﹤0.01% 4037
2024
Q4 		$11K Hold
1,051
– – ﹤0.01% 3798
2024
Q3 		$12K Buy
1,051
+892
+561% +$9.71K ﹤0.01% 3664
2024
Q2 		$2K Buy
159
+155
+3,875% +$1.6K ﹤0.01% 4169
2024
Q1 		$0 Hold
4
– – ﹤0.01% 4333
2023
Q4 		$0 Hold
4
– – ﹤0.01% 4146
2023
Q3 		$0 Sell
4
-549
-99% -$5.43K ﹤0.01% 4192
2023
Q2 		$6K Buy
+553
New +$5.53K ﹤0.01% 3325
2023
Q1 		– Sell
-312
Closed -$3K – 4058
2022
Q4 		$3K Hold
312
– – ﹤0.01% 3377
2022
Q3 		$3K Hold
312
– – ﹤0.01% 3271
2022
Q2 		$3K Buy
+312
New +$3.28K ﹤0.01% 3166
2022
Q1 		– Sell
-69
Closed -$1K – 3534
2021
Q4 		$1K Buy
+69
New +$831 ﹤0.01% 3250
2021
Q2 		$3K Hold
206
– – ﹤0.01% 2500
2021
Q1 		$3K Hold
206
– – ﹤0.01% 2500
2020
Q4 		$3K Hold
206
– – ﹤0.01% 2500
2020
Q3 		$3K Hold
206
– – ﹤0.01% 2500
2020
Q2 		$3K Hold
206
– – ﹤0.01% 2499
2020
Q1 		$3K Hold
206
– – ﹤0.01% 2499
2019
Q4 		$3K Hold
206
– – ﹤0.01% 2499
2019
Q3 		$3K Hold
206
– – ﹤0.01% 2499
2019
Q2 		$3K Hold
206
– – ﹤0.01% 2499
2019
Q1 		$3K Sell
206
-61,091
-100% -$628K ﹤0.01% 2499
2018
Q4 		$574K Buy
+61,297
New +$619K 0.01% 433

Other funds holding BOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its BlackRock Enhanced Global Dividend Trust (BOE) stake by 56% in Q1 2026, buying an estimated $6.84K and bringing the position to 1,633 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4481.

Carson Wealth (CWM LLC) first reported a position in BOE in Q4 2018 and has held it in 27 quarters since. The position peaked at $574K in Q4 2018. 122 funds tracked by Wall St. Rank hold BOE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,633 shares of BlackRock Enhanced Global Dividend Trust worth $17.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 586 BlackRock Enhanced Global Dividend Trust shares in Q1 2026, an estimated $6.84K.
  • BlackRock Enhanced Global Dividend Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4481 holding.
  • Carson Wealth (CWM LLC) first reported a position in BlackRock Enhanced Global Dividend Trust in Q4 2018 and has held it in 27 quarters since.
  • Carson Wealth (CWM LLC)'s BlackRock Enhanced Global Dividend Trust position peaked at $574K in Q4 2018.
  • 122 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q1 2026.

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