Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Global X DAX Germany ETF DAX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DAX Stock Details DAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,550
Closed -$61K – 5146
2025
Q1 		$61K Buy
+1,550
New +$58.3K ﹤0.01% 2805

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OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
HW
Hamilton Wealth Encino, California $513M AUM 33.8% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DAX Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Global X DAX Germany ETF (DAX) in Q2 2025, closing a stake of 1,550 shares — an estimated $61K sold.

Carson Wealth (CWM LLC) first reported a position in DAX in Q1 2025 and held it in 1 quarter. The position peaked at $61K in Q1 2025. 64 funds tracked by Wall St. Rank hold DAX as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Global X DAX Germany ETF position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,550 Global X DAX Germany ETF shares in Q2 2025, an estimated $61K.
  • Carson Wealth (CWM LLC) first reported a position in Global X DAX Germany ETF in Q1 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Global X DAX Germany ETF position peaked at $61K in Q1 2025.
  • 64 funds tracked by Wall St. Rank held Global X DAX Germany ETF as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.