Carson Wealth (CWM LLC)
DIVI icon

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 $3.94B AUM 18.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Franklin International Core Dividend Tilt Index ETF (DIVI) stake by 21% in Q1 2026, buying an estimated $10.9M and bringing the position to 1,510,630 shares worth $60.1M. The position accounts for 0.16% of the portfolio, ranked #138.

Carson Wealth (CWM LLC) first reported a position in DIVI in Q1 2023 and has held it in 13 quarters since. 184 funds tracked by Wall St. Rank hold DIVI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,510,630 shares of Franklin International Core Dividend Tilt Index ETF worth $60.1M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 266,159 Franklin International Core Dividend Tilt Index ETF shares in Q1 2026, an estimated $10.9M.
  • Franklin International Core Dividend Tilt Index ETF made up 0.16% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #138 holding.
  • Carson Wealth (CWM LLC) first reported a position in Franklin International Core Dividend Tilt Index ETF in Q1 2023 and has held it in 13 quarters since.
  • 184 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q1 2026.

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