Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Global X Defense Tech ETF SHLD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SHLD Stock Details SHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$486K Sell
6,857
-154
-2% -$11.5K ﹤0.01% 2039
2025
Q4 		$454K Buy
7,011
+421
+6% +$27.7K ﹤0.01% 1986
2025
Q3 		$463K Buy
6,590
+5,279
+403% +$331K ﹤0.01% 1850
2025
Q2 		$79K Buy
1,311
+226
+21% +$12.1K ﹤0.01% 2916
2025
Q1 		$51K Buy
+1,085
New +$46K ﹤0.01% 2980
2024
Q4 		– Sell
-59
Closed -$2K – 5130
2024
Q3 		$2K Buy
+59
New +$2.1K ﹤0.01% 4455

Other funds holding SHLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Global X Defense Tech ETF (SHLD) stake by 2.2% in Q1 2026, selling an estimated $11.5K and leaving 6,857 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #2039.

Carson Wealth (CWM LLC) first reported a position in SHLD in Q3 2024 and has held it in 6 quarters since. 611 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,857 shares of Global X Defense Tech ETF worth $486K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 154 Global X Defense Tech ETF shares in Q1 2026, an estimated $11.5K.
  • Global X Defense Tech ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2039 holding.
  • Carson Wealth (CWM LLC) first reported a position in Global X Defense Tech ETF in Q3 2024 and has held it in 6 quarters since.
  • 611 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

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