Carson Wealth (CWM LLC)
SDIV icon

Carson Wealth (CWM LLC)’s Global X SuperDividend ETF SDIV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SDIV Stock Details SDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$64.5K Sell
2,554
-87
-3% -$2.21K ﹤0.01% 3622
2025
Q4 		$63K Buy
2,641
+420
+19% +$10K ﹤0.01% 3427
2025
Q3 		$53K Buy
2,221
+47
+2% +$1.11K ﹤0.01% 3490
2025
Q2 		$49K Buy
2,174
+1,931
+795% +$40.6K ﹤0.01% 3303
2025
Q1 		$5K Hold
243
– – ﹤0.01% 4485
2024
Q4 		$5K Buy
+243
New +$5.32K ﹤0.01% 4237
2023
Q4 		– Sell
-202
Closed -$4K – 4477
2023
Q3 		$4K Buy
202
+201
+20,100% +$4.53K ﹤0.01% 3596
2023
Q2 		$0 Buy
+1
New +$22 ﹤0.01% 4432
2023
Q1 		– Sell
-902
Closed -$22K – 4316
2022
Q4 		$22K Sell
902
-1
-0.1% -$24 ﹤0.01% 2306
2022
Q3 		$20K Hold
903
– – ﹤0.01% 2232
2022
Q2 		$25K Hold
903
– – ﹤0.01% 1988
2022
Q1 		$31K Buy
+903
New +$32K ﹤0.01% 1829
2019
Q1 		– Sell
-850
Closed -$44K – 3239
2018
Q4 		$44K Hold
850
– – ﹤0.01% 908
2018
Q3 		$52K Sell
850
-421
-33% -$26.2K ﹤0.01% 745
2018
Q2 		$80K Buy
1,271
+421
+50% +$26.3K ﹤0.01% 559
2018
Q1 		$53K Hold
850
– – ﹤0.01% 545
2017
Q4 		$56K Hold
850
– – ﹤0.01% 514
2017
Q3 		$56K Hold
850
– – ﹤0.01% 499
2017
Q2 		$55K Hold
850
– – ﹤0.01% 465
2017
Q1 		$55K Hold
850
– – ﹤0.01% 441
2016
Q4 		$53K Buy
+850
New +$52.3K ﹤0.01% 444

Other funds holding SDIV

FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Global X SuperDividend ETF (SDIV) stake by 3.3% in Q1 2026, selling an estimated $2.21K and leaving 2,554 shares worth $64.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3622.

Carson Wealth (CWM LLC) first reported a position in SDIV in Q4 2016 and has held it in 21 quarters since. The position peaked at $80K in Q2 2018. 121 funds tracked by Wall St. Rank hold SDIV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,554 shares of Global X SuperDividend ETF worth $64.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 87 Global X SuperDividend ETF shares in Q1 2026, an estimated $2.21K.
  • Global X SuperDividend ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3622 holding.
  • Carson Wealth (CWM LLC) first reported a position in Global X SuperDividend ETF in Q4 2016 and has held it in 21 quarters since.
  • Carson Wealth (CWM LLC)'s Global X SuperDividend ETF position peaked at $80K in Q2 2018.
  • 121 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q1 2026.

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