Carson Wealth (CWM LLC)
DIVY icon

Carson Wealth (CWM LLC)’s Sound Equity Dividend Income ETF DIVY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DIVY Stock Details DIVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-130
Closed -$3K – 5421
2025
Q3 		$3K Hold
130
– – ﹤0.01% 4887
2025
Q2 		$3K Buy
+130
New +$3.16K ﹤0.01% 4753

Other funds holding DIVY

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DIVY Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Sound Equity Dividend Income ETF (DIVY) in Q4 2025, closing a stake of 130 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in DIVY in Q2 2025 and held it in 2 quarters. The position peaked at $3K in Q3 2025. 10 funds tracked by Wall St. Rank hold DIVY as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Sound Equity Dividend Income ETF position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 130 Sound Equity Dividend Income ETF shares in Q4 2025, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in Sound Equity Dividend Income ETF in Q2 2025 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Sound Equity Dividend Income ETF position peaked at $3K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Sound Equity Dividend Income ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.