Carson Wealth (CWM LLC)’s Harbor Dividend Growth Leaders ETF GDIV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GDIV Stock Details GDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$31.9K	Hold	1,915	–	–	﹤0.01%	4115
2025 Q4	$32K	Hold	1,915	–	–	﹤0.01%	3911
2025 Q3	$31K	Hold	1,915	–	–	﹤0.01%	3859
2025 Q2	$30K	Hold	1,915	–	–	﹤0.01%	3644
2025 Q1	$28K	Hold	1,915	–	–	﹤0.01%	3439
2024 Q4	$29K	Buy	1,915 +1,780	+1,319%	+$27.5K	﹤0.01%	3195
2024 Q3	$2K	Hold	135	–	–	﹤0.01%	4393
2024 Q2	$2K	Hold	135	–	–	﹤0.01%	4207
2024 Q1	$2K	Sell	135 -834	-86%	-$11.6K	﹤0.01%	3976
2023 Q4	$13K	Buy	+969	New	+$12.3K	﹤0.01%	3032

Other funds holding GDIV

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

TCA

Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Harbor Dividend Growth Leaders ETF (GDIV) position steady in Q1 2026 at 1,915 shares worth $31.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4115.

Carson Wealth (CWM LLC) first reported a position in GDIV in Q4 2023 and has held it in 10 quarters since. The position peaked at $32K in Q4 2025. 27 funds tracked by Wall St. Rank hold GDIV as of Q1 2026.

Carson Wealth (CWM LLC) held 1,915 shares of Harbor Dividend Growth Leaders ETF worth $31.9K as of Q1 2026.
Carson Wealth (CWM LLC) left its Harbor Dividend Growth Leaders ETF share count unchanged in Q1 2026.
Harbor Dividend Growth Leaders ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4115 holding.
Carson Wealth (CWM LLC) first reported a position in Harbor Dividend Growth Leaders ETF in Q4 2023 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s Harbor Dividend Growth Leaders ETF position peaked at $32K in Q4 2025.
27 funds tracked by Wall St. Rank held Harbor Dividend Growth Leaders ETF as of Q1 2026.

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