Carson Wealth (CWM LLC)
GSWO

Carson Wealth (CWM LLC)’s Goldman Sachs ActiveBeta World Equity ETF GSWO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GSWO Stock Details GSWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.91K Hold
34
– – ﹤0.01% 5289
2025
Q4 		$2K Hold
34
– – ﹤0.01% 5082
2025
Q3 		$2K Buy
+34
New +$1.9K ﹤0.01% 5002
2024
Q3 		– Sell
-100
Closed -$5K – 4938
2024
Q2 		$5K Buy
+100
New +$4.62K ﹤0.01% 3865

Other funds holding GSWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Goldman Sachs ActiveBeta World Equity ETF (GSWO) position steady in Q1 2026 at 34 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #5289.

Carson Wealth (CWM LLC) first reported a position in GSWO in Q2 2024 and has held it in 4 quarters since. The position peaked at $5K in Q2 2024. 38 funds tracked by Wall St. Rank hold GSWO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 34 shares of Goldman Sachs ActiveBeta World Equity ETF worth $1.91K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Goldman Sachs ActiveBeta World Equity ETF share count unchanged in Q1 2026.
  • Goldman Sachs ActiveBeta World Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5289 holding.
  • Carson Wealth (CWM LLC) first reported a position in Goldman Sachs ActiveBeta World Equity ETF in Q2 2024 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s Goldman Sachs ActiveBeta World Equity ETF position peaked at $5K in Q2 2024.
  • 38 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta World Equity ETF as of Q1 2026.

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