Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Pacer Global Cash Cows Dividend ETF GCOW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GCOW Stock Details GCOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$215K Sell
4,648
-5,648
-55% -$253K ﹤0.01% 2683
2025
Q4 		$424K Buy
10,296
+9,352
+991% +$381K ﹤0.01% 2018
2025
Q3 		$37K Buy
944
+260
+38% +$10.2K ﹤0.01% 3750
2025
Q2 		$26K Sell
684
-330
-33% -$12.2K ﹤0.01% 3737
2025
Q1 		$37K Buy
1,014
+330
+48% +$11.8K ﹤0.01% 3223
2024
Q4 		$23K Hold
684
– – ﹤0.01% 3345
2024
Q3 		$25K Sell
684
-162
-19% -$5.72K ﹤0.01% 3222
2024
Q2 		$29K Sell
846
-108
-11% -$3.74K ﹤0.01% 2864
2024
Q1 		$33K Buy
954
+579
+154% +$19.7K ﹤0.01% 2573
2023
Q4 		$13K Hold
375
– – ﹤0.01% 3031
2023
Q3 		$12K Hold
375
– – ﹤0.01% 3038
2023
Q2 		$12K Sell
375
-100
-21% -$3.36K ﹤0.01% 2977
2023
Q1 		$16K Hold
475
– – ﹤0.01% 2648
2022
Q4 		$15K Hold
475
– – ﹤0.01% 2557
2022
Q3 		$13K Hold
475
– – ﹤0.01% 2514
2022
Q2 		$15K Sell
475
-300
-39% -$9.98K ﹤0.01% 2310
2022
Q1 		$26K Buy
775
+400
+107% +$13.3K ﹤0.01% 1917
2021
Q4 		$12K Buy
+375
New +$11.4K ﹤0.01% 2244
2021
Q2 		$12K Hold
375
– – ﹤0.01% 2020
2021
Q1 		$12K Hold
375
– – ﹤0.01% 2020
2020
Q4 		$12K Hold
375
– – ﹤0.01% 2020
2020
Q3 		$12K Hold
375
– – ﹤0.01% 2019
2020
Q2 		$12K Hold
375
– – ﹤0.01% 2019
2020
Q1 		$12K Hold
375
– – ﹤0.01% 2019
2019
Q4 		$12K Hold
375
– – ﹤0.01% 2019
2019
Q3 		$12K Hold
375
– – ﹤0.01% 2019
2019
Q2 		$12K Hold
375
– – ﹤0.01% 2019
2019
Q1 		$12K Buy
+375
New +$11.2K ﹤0.01% 2019

Other funds holding GCOW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Pacer Global Cash Cows Dividend ETF (GCOW) stake by 55% in Q1 2026, selling an estimated $253K and leaving 4,648 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #2683.

Carson Wealth (CWM LLC) first reported a position in GCOW in Q1 2019 and has held it in 28 quarters since. The position peaked at $424K in Q4 2025. 242 funds tracked by Wall St. Rank hold GCOW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,648 shares of Pacer Global Cash Cows Dividend ETF worth $215K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 5,648 Pacer Global Cash Cows Dividend ETF shares in Q1 2026, an estimated $253K.
  • Pacer Global Cash Cows Dividend ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2683 holding.
  • Carson Wealth (CWM LLC) first reported a position in Pacer Global Cash Cows Dividend ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Pacer Global Cash Cows Dividend ETF position peaked at $424K in Q4 2025.
  • 242 funds tracked by Wall St. Rank held Pacer Global Cash Cows Dividend ETF as of Q1 2026.

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