Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Global X Video Games & Esports ETF HERO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HERO Stock Details HERO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$152K Sell
5,925
-641
-10% -$18K ﹤0.01% 2948
2025
Q4 		$195K Sell
6,566
-1,372
-17% -$43.4K ﹤0.01% 2592
2025
Q3 		$269K Sell
7,938
-46
-0.6% -$1.5K ﹤0.01% 2219
2025
Q2 		$261K Sell
7,984
-871
-10% -$24.9K ﹤0.01% 1957
2025
Q1 		$221K Sell
8,855
-1,283
-13% -$32.4K ﹤0.01% 1853
2024
Q4 		$238K Sell
10,138
-1,022
-9% -$24.4K ﹤0.01% 1719
2024
Q3 		$272K Buy
11,160
+1
+0% +$22 ﹤0.01% 1597
2024
Q2 		$239K Sell
11,159
-227
-2% -$4.66K ﹤0.01% 1493
2024
Q1 		$236K Buy
11,386
+6
+0.1% +$121 ﹤0.01% 1436
2023
Q4 		$230K Sell
11,380
-1,321
-10% -$25.5K ﹤0.01% 1354
2023
Q3 		$237K Buy
12,701
+1
+0% +$20 ﹤0.01% 1241
2023
Q2 		$260K Buy
12,700
+432
+4% +$8.73K ﹤0.01% 1164
2023
Q1 		$250K Buy
12,268
+231
+2% +$4.55K ﹤0.01% 1112
2022
Q4 		$226K Buy
12,037
+952
+9% +$17.3K ﹤0.01% 1053
2022
Q3 		$197K Buy
11,085
+1
+0% +$21 ﹤0.01% 1061
2022
Q2 		$232K Buy
11,084
+45
+0.4% +$1.02K ﹤0.01% 985
2022
Q1 		$277K Buy
11,039
+770
+7% +$19.9K ﹤0.01% 912
2021
Q4 		$290K Buy
+10,269
New +$300K ﹤0.01% 887
2021
Q2 		$340K Hold
10,519
– – ﹤0.01% 757
2021
Q1 		$340K Hold
10,519
– – ﹤0.01% 757
2020
Q4 		$340K Hold
10,519
– – ﹤0.01% 757
2020
Q3 		$340K Hold
10,519
– – ﹤0.01% 757
2020
Q2 		$340K Hold
10,519
– – ﹤0.01% 757
2020
Q1 		$340K Hold
10,519
– – ﹤0.01% 757
2019
Q4 		$340K Buy
+10,519
New +$167K ﹤0.01% 757

Other funds holding HERO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Global X Video Games & Esports ETF (HERO) stake by 9.8% in Q1 2026, selling an estimated $18K and leaving 5,925 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #2948.

Carson Wealth (CWM LLC) first reported a position in HERO in Q4 2019 and has held it in 25 quarters since. The position peaked at $340K in Q2 2021. 55 funds tracked by Wall St. Rank hold HERO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,925 shares of Global X Video Games & Esports ETF worth $152K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 641 Global X Video Games & Esports ETF shares in Q1 2026, an estimated $18K.
  • Global X Video Games & Esports ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2948 holding.
  • Carson Wealth (CWM LLC) first reported a position in Global X Video Games & Esports ETF in Q4 2019 and has held it in 25 quarters since.
  • Carson Wealth (CWM LLC)'s Global X Video Games & Esports ETF position peaked at $340K in Q2 2021.
  • 55 funds tracked by Wall St. Rank held Global X Video Games & Esports ETF as of Q1 2026.

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