Carson Wealth (CWM LLC)
QDVO

Carson Wealth (CWM LLC)’s Amplify CWP Growth & Income ETF QDVO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QDVO Stock Details QDVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$38K Buy
1,427
+285
+25% +$8.05K ﹤0.01% 3998
2025
Q4 		$33K Buy
1,142
+560
+96% +$16.4K ﹤0.01% 3902
2025
Q3 		$17K Buy
582
+355
+156% +$10.1K ﹤0.01% 4235
2025
Q2 		$6K Hold
227
– – ﹤0.01% 4577
2025
Q1 		$6K Hold
227
– – ﹤0.01% 4417
2024
Q4 		$6K Hold
227
– – ﹤0.01% 4166
2024
Q3 		$6K Buy
+227
New +$5.64K ﹤0.01% 4055

Other funds holding QDVO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Amplify CWP Growth & Income ETF (QDVO) stake by 25% in Q1 2026, buying an estimated $8.05K and bringing the position to 1,427 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #3998.

Carson Wealth (CWM LLC) first reported a position in QDVO in Q3 2024 and has held it in 7 quarters since. 43 funds tracked by Wall St. Rank hold QDVO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,427 shares of Amplify CWP Growth & Income ETF worth $38K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 285 Amplify CWP Growth & Income ETF shares in Q1 2026, an estimated $8.05K.
  • Amplify CWP Growth & Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3998 holding.
  • Carson Wealth (CWM LLC) first reported a position in Amplify CWP Growth & Income ETF in Q3 2024 and has held it in 7 quarters since.
  • 43 funds tracked by Wall St. Rank held Amplify CWP Growth & Income ETF as of Q1 2026.

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