Carson Wealth (CWM LLC)’s Global X ClimateTech ETF CTEC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.52K	Hold	146	–	–	﹤0.01%	4835
2025 Q4	$8K	Buy	+146	New	+$8.2K	﹤0.01%	4625
2024 Q1	–	Sell	-316	Closed	-$14.8K	–	4376
2023 Q4	$17K	Buy	316 +36	+13%	+$1.78K	﹤0.01%	2863
2023 Q3	$15K	Hold	280	–	–	﹤0.01%	2865
2023 Q2	$21K	Hold	280	–	–	﹤0.01%	2593
2023 Q1	$22K	Buy	280 +1	+0.4%	+$79	﹤0.01%	2426
2022 Q4	$20K	Hold	279	–	–	﹤0.01%	2357
2022 Q3	$19K	Hold	279	–	–	﹤0.01%	2246
2022 Q2	$19K	Hold	279	–	–	﹤0.01%	2141
2022 Q1	$23K	Hold	279	–	–	﹤0.01%	1985
2021 Q4	$25K	Buy	+279	New	+$27.7K	﹤0.01%	1864
2021 Q2	$29K	Hold	279	–	–	﹤0.01%	1626
2021 Q1	$29K	Hold	279	–	–	﹤0.01%	1626
2020 Q4	$29K	Buy	+279	New	+$26.2K	﹤0.01%	1626

Other funds holding CTEC

BPW

BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Global X ClimateTech ETF (CTEC) position steady in Q1 2026 at 146 shares worth $8.52K. The position accounts for ﹤0.01% of the portfolio, ranked #4835.

Carson Wealth (CWM LLC) first reported a position in CTEC in Q4 2020 and has held it in 14 quarters since. The position peaked at $29K in Q2 2021. 21 funds tracked by Wall St. Rank hold CTEC as of Q1 2026.

Carson Wealth (CWM LLC) held 146 shares of Global X ClimateTech ETF worth $8.52K as of Q1 2026.
Carson Wealth (CWM LLC) left its Global X ClimateTech ETF share count unchanged in Q1 2026.
Global X ClimateTech ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4835 holding.
Carson Wealth (CWM LLC) first reported a position in Global X ClimateTech ETF in Q4 2020 and has held it in 14 quarters since.
Carson Wealth (CWM LLC)'s Global X ClimateTech ETF position peaked at $29K in Q2 2021.
21 funds tracked by Wall St. Rank held Global X ClimateTech ETF as of Q1 2026.

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