Carson Wealth (CWM LLC)’s Global X SuperDividend US ETF DIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $467K | Buy |
24,735
+109
| +0.4% | +$2.05K | ﹤0.01% | 2066 |
|
|
2025
Q4 | $427K | Sell |
24,626
-208
| -0.8% | -$3.62K | ﹤0.01% | 2015 |
|
|
2025
Q3 | $439K | Buy |
24,834
+8,715
| +54% | +$154K | ﹤0.01% | 1876 |
|
|
2025
Q2 | $283K | Hold |
16,119
| – | – | ﹤0.01% | 1908 |
|
|
2025
Q1 | $304K | Buy |
16,119
+32
| +0.2% | +$597 | ﹤0.01% | 1665 |
|
|
2024
Q4 | $290K | Hold |
16,087
| – | – | ﹤0.01% | 1611 |
|
|
2024
Q3 | $301K | Hold |
16,087
| – | – | ﹤0.01% | 1539 |
|
|
2024
Q2 | $278K | Sell |
16,087
-4,080
| -20% | -$70.1K | ﹤0.01% | 1428 |
|
|
2024
Q1 | $351K | Hold |
20,167
| – | – | ﹤0.01% | 1264 |
|
|
2023
Q4 | $346K | Hold |
20,167
| – | – | ﹤0.01% | 1202 |
|
|
2023
Q3 | $327K | Hold |
20,167
| – | – | ﹤0.01% | 1130 |
|
|
2023
Q2 | $337K | Buy |
20,167
+1,244
| +7% | +$20.9K | ﹤0.01% | 1069 |
|
|
2023
Q1 | $330K | Buy |
18,923
+9,396
| +99% | +$173K | ﹤0.01% | 1024 |
|
|
2022
Q4 | $179K | Sell |
9,527
-288
| -3% | -$5.43K | ﹤0.01% | 1141 |
|
|
2022
Q3 | $173K | Hold |
9,815
| – | – | ﹤0.01% | 1109 |
|
|
2022
Q2 | $191K | Hold |
9,815
| – | – | ﹤0.01% | 1061 |
|
|
2022
Q1 | $207K | Buy |
9,815
+5,840
| +147% | +$121K | ﹤0.01% | 1026 |
|
|
2021
Q4 | $83K | Buy |
+3,975
| New | +$80.7K | ﹤0.01% | 1377 |
|
|
2021
Q2 | $59K | Hold |
2,975
| – | – | ﹤0.01% | 1325 |
|
|
2021
Q1 | $59K | Hold |
2,975
| – | – | ﹤0.01% | 1325 |
|
|
2020
Q4 | $59K | Hold |
2,975
| – | – | ﹤0.01% | 1325 |
|
|
2020
Q3 | $59K | Hold |
2,975
| – | – | ﹤0.01% | 1325 |
|
|
2020
Q2 | $59K | Hold |
2,975
| – | – | ﹤0.01% | 1325 |
|
|
2020
Q1 | $59K | Hold |
2,975
| – | – | ﹤0.01% | 1325 |
|
|
2019
Q4 | $59K | Hold |
2,975
| – | – | ﹤0.01% | 1325 |
|
|
2019
Q3 | $59K | Hold |
2,975
| – | – | ﹤0.01% | 1325 |
|
|
2019
Q2 | $59K | Hold |
2,975
| – | – | ﹤0.01% | 1325 |
|
|
2019
Q1 | $59K | Sell |
2,975
-1,825
| -38% | -$43.3K | ﹤0.01% | 1325 |
|
|
2018
Q4 | $108K | Sell |
4,800
-5,948
| -55% | -$144K | ﹤0.01% | 709 |
|
|
2018
Q3 | $271K | Sell |
10,748
-1,193
| -10% | -$30.2K | 0.01% | 461 |
|
|
2018
Q2 | $299K | Sell |
11,941
-3,395
| -22% | -$83.4K | 0.01% | 374 |
|
|
2018
Q1 | $368K | Hold |
15,336
| – | – | 0.01% | 309 |
|
|
2017
Q4 | $393K | Sell |
15,336
-421
| -3% | -$10.7K | 0.02% | 281 |
|
|
2017
Q3 | $402K | Buy |
15,757
+2,975
| +23% | +$75.3K | 0.02% | 269 |
|
|
2017
Q2 | $325K | Buy |
12,782
+4,781
| +60% | +$121K | 0.02% | 270 |
|
|
2017
Q1 | $202K | Hold |
8,001
| – | – | 0.01% | 292 |
|
|
2016
Q4 | $198K | Hold |
8,001
| – | – | 0.01% | 272 |
|
|
2016
Q3 | $199K | Buy |
8,001
+3,146
| +65% | +$79.6K | 0.01% | 263 |
|
|
2016
Q2 | $124K | Buy |
4,855
+3,975
| +452% | +$98.5K | 0.01% | 282 |
|
|
2016
Q1 | $22K | Buy |
+880
| New | +$20.7K | ﹤0.01% | 430 |
|
Other funds holding DIV
FMLI
GXJ
KTM
Carson Wealth (CWM LLC)'s DIV Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Global X SuperDividend US ETF (DIV) stake by 0.44% in Q1 2026, buying an estimated $2.05K and bringing the position to 24,735 shares worth $467K. The position accounts for ﹤0.01% of the portfolio, ranked #2066.
Carson Wealth (CWM LLC) first reported a position in DIV in Q1 2016 and has held it in 40 quarters since. 127 funds tracked by Wall St. Rank hold DIV as of Q1 2026.
- Carson Wealth (CWM LLC) held 24,735 shares of Global X SuperDividend US ETF worth $467K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 109 Global X SuperDividend US ETF shares in Q1 2026, an estimated $2.05K.
- Global X SuperDividend US ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2066 holding.
- Carson Wealth (CWM LLC) first reported a position in Global X SuperDividend US ETF in Q1 2016 and has held it in 40 quarters since.
- 127 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.