Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CDC Stock Details CDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.7M Sell
303,538
-1,533
-0.5% -$108K 0.06% 312
2025
Q4 		$20.1M Sell
305,071
-22,145
-7% -$1.46M 0.05% 314
2025
Q3 		$21.8M Buy
327,216
+8,707
+3% +$570K 0.07% 252
2025
Q2 		$20.3M Buy
318,509
+20,080
+7% +$1.25M 0.07% 237
2025
Q1 		$19.6M Buy
298,429
+2,185
+0.7% +$141K 0.08% 222
2024
Q4 		$18.5M Buy
296,244
+8,634
+3% +$561K 0.08% 215
2024
Q3 		$18.7M Buy
287,610
+4,619
+2% +$286K 0.08% 216
2024
Q2 		$16.6M Buy
282,991
+191
+0.1% +$11.2K 0.08% 227
2024
Q1 		$16.8M Sell
282,800
-5,910
-2% -$334K 0.08% 217
2023
Q4 		$16.3M Sell
288,710
-107,149
-27% -$5.99M 0.09% 211
2023
Q3 		$22.1M Sell
395,859
-43,130
-10% -$2.45M 0.14% 148
2023
Q2 		$25.3M Sell
438,989
-11,729
-3% -$690K 0.16% 127
2023
Q1 		$27.3M Buy
450,718
+13,434
+3% +$840K 0.18% 115
2022
Q4 		$27.1M Buy
437,284
+9,507
+2% +$594K 0.2% 109
2022
Q3 		$25.4M Buy
427,777
+24,814
+6% +$1.65M 0.2% 103
2022
Q2 		$26.6M Buy
402,963
+10,340
+3% +$723K 0.21% 98
2022
Q1 		$28.2M Buy
392,623
+19,271
+5% +$1.35M 0.2% 96
2021
Q4 		$26M Buy
+373,352
New +$25.1M 0.18% 112
2021
Q2 		$22.7M Hold
350,877
– – 0.18% 114
2021
Q1 		$22.7M Hold
350,877
– – 0.18% 114
2020
Q4 		$22.7M Hold
350,877
– – 0.18% 114
2020
Q3 		$22.7M Hold
350,877
– – 0.18% 114
2020
Q2 		$22.7M Hold
350,877
– – 0.18% 114
2020
Q1 		$22.7M Hold
350,877
– – 0.18% 114
2019
Q4 		$22.7M Hold
350,877
– – 0.18% 114
2019
Q3 		$22.7M Hold
350,877
– – 0.18% 114
2019
Q2 		$22.7M Hold
350,877
– – 0.18% 114
2019
Q1 		$22.7M Buy
350,877
+9,239
+3% +$404K 0.18% 114
2018
Q4 		$14.5M Buy
341,638
+33,239
+11% +$1.51M 0.36% 68
2018
Q3 		$14.6M Buy
308,399
+4,429
+1% +$210K 0.37% 71
2018
Q2 		$14.1M Buy
303,970
+11,791
+4% +$540K 0.46% 58
2018
Q1 		$13.3M Buy
292,179
+12,250
+4% +$567K 0.53% 52
2017
Q4 		$13M Buy
279,929
+1,007
+0.4% +$45.9K 0.58% 46
2017
Q3 		$12.4M Buy
278,922
+3,739
+1% +$163K 0.59% 46
2017
Q2 		$11.9M Buy
275,183
+100,871
+58% +$4.35M 0.61% 47
2017
Q1 		$7.48M Buy
174,312
+172,161
+8,004% +$7.27M 0.42% 51
2016
Q4 		$89K Sell
2,151
-400
-16% -$16.1K 0.01% 368
2016
Q3 		$101K Buy
2,551
+2
+0.1% +$79 0.01% 334
2016
Q2 		$98K Buy
2,549
+914
+56% +$34.5K 0.01% 304
2016
Q1 		$62K Sell
1,635
-7,726
-83% -$274K 0.01% 322
2015
Q4 		$339K Buy
9,361
+35
+0.4% +$1.26K 0.03% 193
2015
Q3 		$320K Buy
9,326
+909
+11% +$32.1K 0.03% 187
2015
Q2 		$298K Sell
8,417
-2,292
-21% -$83.5K 0.03% 163
2015
Q1 		$389K Buy
+10,709
New +$392K 0.04% 151

Other funds holding CDC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
AFW
Atlantic Family Wealth Coral Gables, Florida $156M AUM 21.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 0.5% in Q1 2026, selling an estimated $108K and leaving 303,538 shares worth $21.7M. The position accounts for 0.06% of the portfolio, ranked #312.

Carson Wealth (CWM LLC) first reported a position in CDC in Q1 2015 and has held it in 44 quarters since. The position peaked at $28.2M in Q1 2022. 100 funds tracked by Wall St. Rank hold CDC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 303,538 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $21.7M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,533 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2026, an estimated $108K.
  • VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.06% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #312 holding.
  • Carson Wealth (CWM LLC) first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q1 2015 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $28.2M in Q1 2022.
  • 100 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2026.

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