Carson Wealth (CWM LLC)
OEFA

Carson Wealth (CWM LLC)’s ALPS O'Shares International Developed Quality Dividend ETF OEFA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OEFA Stock Details OEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.4K Buy
+490
New +$16.6K ﹤0.01% 4571

Other funds holding OEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in ALPS O'Shares International Developed Quality Dividend ETF (OEFA) in Q1 2026: 490 shares worth $15.4K. The stake represents ﹤0.01% of the portfolio and ranks #4571 among its holdings.

18 funds tracked by Wall St. Rank hold OEFA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 490 shares of ALPS O'Shares International Developed Quality Dividend ETF worth $15.4K as of Q1 2026.
  • ALPS O'Shares International Developed Quality Dividend ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • ALPS O'Shares International Developed Quality Dividend ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4571 holding.
  • 18 funds tracked by Wall St. Rank held ALPS O'Shares International Developed Quality Dividend ETF as of Q1 2026.

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