Carson Wealth (CWM LLC)
BUG icon

Carson Wealth (CWM LLC)’s Global X Cybersecurity ETF BUG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BUG Stock Details BUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$124K Sell
4,928
-6,313
-56% -$173K ﹤0.01% 3091
2025
Q4 		$342K Buy
11,241
+5,850
+109% +$193K ﹤0.01% 2179
2025
Q3 		$190K Hold
5,391
– – ﹤0.01% 2487
2025
Q2 		$200K Hold
5,391
– – ﹤0.01% 2170
2025
Q1 		$174K Buy
5,391
+2
+0% +$67 ﹤0.01% 2023
2024
Q4 		$173K Buy
5,389
+3,028
+128% +$98.1K ﹤0.01% 1920
2024
Q3 		$73K Hold
2,361
– – ﹤0.01% 2394
2024
Q2 		$70K Sell
2,361
-126
-5% -$3.61K ﹤0.01% 2226
2024
Q1 		$74K Buy
2,487
+1
+0% +$30 ﹤0.01% 2052
2023
Q4 		$73K Buy
2,486
+400
+19% +$10.3K ﹤0.01% 1946
2023
Q3 		$51K Buy
2,086
+1,786
+595% +$43.4K ﹤0.01% 2039
2023
Q2 		$7K Buy
+300
New +$6.93K ﹤0.01% 3258

Other funds holding BUG

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Global X Cybersecurity ETF (BUG) stake by 56% in Q1 2026, selling an estimated $173K and leaving 4,928 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #3091.

Carson Wealth (CWM LLC) first reported a position in BUG in Q2 2023 and has held it in 12 quarters since. The position peaked at $342K in Q4 2025. 197 funds tracked by Wall St. Rank hold BUG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,928 shares of Global X Cybersecurity ETF worth $124K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 6,313 Global X Cybersecurity ETF shares in Q1 2026, an estimated $173K.
  • Global X Cybersecurity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3091 holding.
  • Carson Wealth (CWM LLC) first reported a position in Global X Cybersecurity ETF in Q2 2023 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s Global X Cybersecurity ETF position peaked at $342K in Q4 2025.
  • 197 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q1 2026.

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