Carson Wealth (CWM LLC)
HIDV icon

Carson Wealth (CWM LLC)’s AB US High Dividend ETF HIDV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HIDV Stock Details HIDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.2K Hold
221
– – ﹤0.01% 4512
2025
Q4 		$18K Buy
+221
New +$17.6K ﹤0.01% 4224

Other funds holding HIDV

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
LFA
Laraway Financial Advisors Saint Cloud, Minnesota $165M AUM 37.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its AB US High Dividend ETF (HIDV) position steady in Q1 2026 at 221 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4512.

Carson Wealth (CWM LLC) first reported a position in HIDV in Q4 2025 and has held it in 2 quarters since. The position peaked at $18K in Q4 2025. 15 funds tracked by Wall St. Rank hold HIDV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 221 shares of AB US High Dividend ETF worth $17.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its AB US High Dividend ETF share count unchanged in Q1 2026.
  • AB US High Dividend ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4512 holding.
  • Carson Wealth (CWM LLC) first reported a position in AB US High Dividend ETF in Q4 2025 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s AB US High Dividend ETF position peaked at $18K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held AB US High Dividend ETF as of Q1 2026.

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