Carson Wealth (CWM LLC)’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-671	Closed	-$6K	–	5285
2025 Q2	$6K	Hold	671	–	–	﹤0.01%	4521
2025 Q1	$6K	Hold	671	–	–	﹤0.01%	4341
2024 Q4	$5K	Hold	671	–	–	﹤0.01%	4177
2024 Q3	$6K	Buy	+671	New	+$5.8K	﹤0.01%	3986
2019 Q1	–	Sell	-9,665	Closed	-$100K	–	2958
2018 Q4	$100K	Buy	+9,665	New	+$101K	﹤0.01%	726

Other funds holding BWG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Carson Wealth (CWM LLC)'s BWG Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of BrandywineGLOBAL Global Income Opportunities Fund (BWG) in Q3 2025, closing a stake of 671 shares — an estimated $6K sold.

Carson Wealth (CWM LLC) first reported a position in BWG in Q4 2018 and held it in 5 quarters. The position peaked at $100K in Q4 2018. 44 funds tracked by Wall St. Rank hold BWG as of Q3 2025.

Carson Wealth (CWM LLC) reported no remaining BrandywineGLOBAL Global Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 671 BrandywineGLOBAL Global Income Opportunities Fund shares in Q3 2025, an estimated $6K.
Carson Wealth (CWM LLC) first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q4 2018 and held it in 5 quarters.
Carson Wealth (CWM LLC)'s BrandywineGLOBAL Global Income Opportunities Fund position peaked at $100K in Q4 2018.
44 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.