Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Global X Cloud Computing ETF CLOU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CLOU Stock Details CLOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$616K Sell
31,603
-7,532
-19% -$152K ﹤0.01% 1861
2025
Q4 		$885K Sell
39,135
-258
-0.7% -$5.98K ﹤0.01% 1565
2025
Q3 		$916K Sell
39,393
-676
-2% -$15.5K ﹤0.01% 1465
2025
Q2 		$935K Sell
40,069
-230
-0.6% -$5.04K ﹤0.01% 1270
2025
Q1 		$846K Sell
40,299
-1,320
-3% -$31.5K ﹤0.01% 1225
2024
Q4 		$997K Buy
41,619
+1,709
+4% +$39K ﹤0.01% 1089
2024
Q3 		$820K Buy
39,910
+2,971
+8% +$58.6K ﹤0.01% 1138
2024
Q2 		$726K Buy
36,939
+8,055
+28% +$162K ﹤0.01% 1052
2024
Q1 		$628K Buy
28,884
+8,573
+42% +$190K ﹤0.01% 1041
2023
Q4 		$460K Buy
20,311
+9,953
+96% +$198K ﹤0.01% 1094
2023
Q3 		$195K Buy
10,358
+7,788
+303% +$155K ﹤0.01% 1322
2023
Q2 		$51K Buy
2,570
+1,257
+96% +$22.7K ﹤0.01% 1969
2023
Q1 		$24K Buy
1,313
+1,131
+621% +$19.7K ﹤0.01% 2365
2022
Q4 		$3K Sell
182
-100
-35% -$1.61K ﹤0.01% 3382
2022
Q3 		$5K Hold
282
– – ﹤0.01% 3046
2022
Q2 		$5K Sell
282
-414
-59% -$7.69K ﹤0.01% 2949
2022
Q1 		$15K Hold
696
– – ﹤0.01% 2245
2021
Q4 		$18K Buy
+696
New +$20.4K ﹤0.01% 2042
2021
Q2 		$20K Hold
696
– – ﹤0.01% 1787
2021
Q1 		$20K Hold
696
– – ﹤0.01% 1787
2020
Q4 		$20K Hold
696
– – ﹤0.01% 1787
2020
Q3 		$20K Hold
696
– – ﹤0.01% 1787
2020
Q2 		$20K Hold
696
– – ﹤0.01% 1787
2020
Q1 		$20K Hold
696
– – ﹤0.01% 1787
2019
Q4 		$20K Hold
696
– – ﹤0.01% 1787
2019
Q3 		$20K Hold
696
– – ﹤0.01% 1787
2019
Q2 		$20K Buy
+696
New +$10.7K ﹤0.01% 1787

Other funds holding CLOU

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
EI
EFG International Zurich $4.67B AUM

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

Carson Wealth (CWM LLC) reduced its Global X Cloud Computing ETF (CLOU) stake by 19% in Q1 2026, selling an estimated $152K and leaving 31,603 shares worth $616K. The position accounts for ﹤0.01% of the portfolio, ranked #1861.

Carson Wealth (CWM LLC) first reported a position in CLOU in Q2 2019 and has held it in 27 quarters since. The position peaked at $997K in Q4 2024. 82 funds tracked by Wall St. Rank hold CLOU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 31,603 shares of Global X Cloud Computing ETF worth $616K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 7,532 Global X Cloud Computing ETF shares in Q1 2026, an estimated $152K.
  • Global X Cloud Computing ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1861 holding.
  • Carson Wealth (CWM LLC) first reported a position in Global X Cloud Computing ETF in Q2 2019 and has held it in 27 quarters since.
  • Carson Wealth (CWM LLC)'s Global X Cloud Computing ETF position peaked at $997K in Q4 2024.
  • 82 funds tracked by Wall St. Rank held Global X Cloud Computing ETF as of Q1 2026.

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