Carson Wealth (CWM LLC)
QWLD

Carson Wealth (CWM LLC)’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QWLD Stock Details QWLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2
Closed – – 5269
2025
Q1 		$0 Hold
2
– – ﹤0.01% 5171
2024
Q4 		$0 Hold
2
– – ﹤0.01% 5108
2024
Q3 		$0 Buy
+2
New +$249 ﹤0.01% 5090

Other funds holding QWLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FWM
Fingerlakes Wealth Management Ithaca, New York $186M AUM 30.5% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Carson Wealth (CWM LLC)'s QWLD Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of State Street SPDR MSCI World StrategicFactors ETF (QWLD) in Q2 2025, closing a stake of 2 shares.

Carson Wealth (CWM LLC) first reported a position in QWLD in Q3 2024 and held it in 3 quarters. The position peaked at $0 in Q1 2025. 51 funds tracked by Wall St. Rank hold QWLD as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining State Street SPDR MSCI World StrategicFactors ETF position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2 State Street SPDR MSCI World StrategicFactors ETF shares in Q2 2025.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q3 2024 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s State Street SPDR MSCI World StrategicFactors ETF position peaked at $0 in Q1 2025.
  • 51 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.