Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DIA Stock Details DIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-4,000
Closed -$103K – 3001
2018
Q4 		$103K Buy
4,000
+1,500
+60% +$374K ﹤0.01% 722
2018
Q3 		$16K Hold
2,500
– – ﹤0.01% 1007
2018
Q2 		$48K Buy
+2,500
New +$614K ﹤0.01% 637

Other funds holding DIA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 1.8% in Q1 2026, buying an estimated $88.2K and bringing the position to 10,527 shares worth $4.88M. The position accounts for 0.01% of the portfolio, ranked #822.

Carson Wealth (CWM LLC) first reported a position in DIA in Q3 2015 and has held it in 41 quarters since. The position peaked at $12.5M in Q2 2017. 1,364 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,527 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $4.88M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 182 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $88.2K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #822 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2015 and has held it in 41 quarters since.
  • Carson Wealth (CWM LLC)'s State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $12.5M in Q2 2017.
  • 1,364 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

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