Carson Wealth (CWM LLC)
PFFD icon

Carson Wealth (CWM LLC)’s Global X US Preferred ETF PFFD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PFFD Stock Details PFFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.99M Sell
108,284
-1,318,217
-92% -$25.2M 0.01% 1195
2025
Q4 		$27M Buy
1,426,501
+67,943
+5% +$1.3M 0.07% 238
2025
Q3 		$26.4M Buy
1,358,558
+12,646
+0.9% +$244K 0.08% 213
2025
Q2 		$25.3M Buy
1,345,912
+19,870
+1% +$370K 0.09% 197
2025
Q1 		$25.2M Buy
1,326,042
+25,961
+2% +$510K 0.1% 184
2024
Q4 		$25.4M Sell
1,300,081
-2,282
-0.2% -$46.5K 0.11% 170
2024
Q3 		$27.1M Sell
1,302,363
-27,715
-2% -$558K 0.12% 158
2024
Q2 		$26.2M Sell
1,330,078
-77,868
-6% -$1.53M 0.12% 155
2024
Q1 		$28.4M Sell
1,407,946
-8,457
-0.6% -$169K 0.14% 149
2023
Q4 		$27.5M Sell
1,416,403
-82,698
-6% -$1.54M 0.15% 138
2023
Q3 		$28.2M Buy
1,499,101
+55,123
+4% +$1.05M 0.17% 118
2023
Q2 		$28M Buy
1,443,978
+85,741
+6% +$1.66M 0.17% 116
2023
Q1 		$27M Buy
1,358,237
+117,227
+9% +$2.41M 0.18% 118
2022
Q4 		$24M Buy
1,241,010
+9,922
+0.8% +$198K 0.18% 123
2022
Q3 		$25.3M Sell
1,231,088
-953,143
-44% -$20.6M 0.2% 104
2022
Q2 		$46.3M Buy
2,184,231
+345,074
+19% +$7.48M 0.36% 57
2022
Q1 		$43.2M Buy
1,839,157
+388,256
+27% +$9.29M 0.31% 58
2021
Q4 		$37.4M Buy
+1,450,901
New +$37.2M 0.26% 67
2021
Q2 		$27.6M Hold
1,055,897
– – 0.22% 89
2021
Q1 		$27.6M Hold
1,055,897
– – 0.22% 89
2020
Q4 		$27.6M Hold
1,055,897
– – 0.22% 89
2020
Q3 		$27.6M Hold
1,055,897
– – 0.22% 89
2020
Q2 		$27.6M Hold
1,055,897
– – 0.22% 89
2020
Q1 		$27.6M Hold
1,055,897
– – 0.22% 89
2019
Q4 		$27.6M Hold
1,055,897
– – 0.22% 89
2019
Q3 		$27.6M Hold
1,055,897
– – 0.22% 89
2019
Q2 		$27.6M Hold
1,055,897
– – 0.22% 89
2019
Q1 		$27.6M Buy
1,055,897
+1,055,600
+355,421% +$25M 0.22% 89
2018
Q4 		$7K Buy
+297
New +$6.88K ﹤0.01% 1453

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Global X US Preferred ETF (PFFD) stake by 92% in Q1 2026, selling an estimated $25.2M and leaving 108,284 shares worth $1.99M. The position accounts for 0.01% of the portfolio, ranked #1195.

Carson Wealth (CWM LLC) first reported a position in PFFD in Q4 2018 and has held it in 29 quarters since. The position peaked at $46.3M in Q2 2022. 283 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 108,284 shares of Global X US Preferred ETF worth $1.99M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,318,217 Global X US Preferred ETF shares in Q1 2026, an estimated $25.2M.
  • Global X US Preferred ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1195 holding.
  • Carson Wealth (CWM LLC) first reported a position in Global X US Preferred ETF in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Global X US Preferred ETF position peaked at $46.3M in Q2 2022.
  • 283 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

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