Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Franklin International Core Dividend Tilt Index ETF DIVI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DIVI Stock Details DIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$60.1M Buy
1,510,630
+266,159
+21% +$10.9M 0.16% 138
2025
Q4 		$48.4M Buy
1,244,471
+154,297
+14% +$5.89M 0.13% 147
2025
Q3 		$40.7M Buy
1,090,174
+259,683
+31% +$9.46M 0.12% 148
2025
Q2 		$29.6M Buy
830,491
+120,681
+17% +$4.1M 0.1% 168
2025
Q1 		$23.1M Sell
709,810
-3,112
-0.4% -$99.8K 0.09% 205
2024
Q4 		$21.4M Sell
712,922
-15,332
-2% -$480K 0.09% 197
2024
Q3 		$24.1M Buy
728,254
+18,541
+3% +$597K 0.1% 182
2024
Q2 		$22.2M Sell
709,713
-30,961
-4% -$990K 0.1% 186
2024
Q1 		$23.8M Buy
740,674
+21,105
+3% +$655K 0.12% 175
2023
Q4 		$22.1M Buy
719,569
+82,475
+13% +$2.36M 0.12% 171
2023
Q3 		$17.8M Buy
637,094
+66,212
+12% +$1.92M 0.11% 172
2023
Q2 		$16.7M Buy
570,882
+28,925
+5% +$847K 0.1% 178
2023
Q1 		$15.6M Buy
+541,957
New +$15.3M 0.11% 171

Other funds holding DIVI

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return