Carson Wealth (CWM LLC)
SMDV icon

Carson Wealth (CWM LLC)’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SMDV Stock Details SMDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.71K Hold
54
– – ﹤0.01% 5126
2025
Q4 		$4K Hold
54
– – ﹤0.01% 4914
2025
Q3 		$4K Sell
54
-100
-65% -$6.69K ﹤0.01% 4848
2025
Q2 		$10K Hold
154
– – ﹤0.01% 4311
2025
Q1 		$10K Sell
154
-149
-49% -$10.1K ﹤0.01% 4120
2024
Q4 		$21K Hold
303
– – ﹤0.01% 3412
2024
Q3 		$21K Hold
303
– – ﹤0.01% 3333
2024
Q2 		$19K Buy
303
+23
+8% +$1.43K ﹤0.01% 3155
2024
Q1 		$18K Sell
280
-119
-30% -$7.41K ﹤0.01% 2985
2023
Q4 		$26K Buy
399
+150
+60% +$8.8K ﹤0.01% 2605
2023
Q3 		$14K Hold
249
– – ﹤0.01% 2944
2023
Q2 		$15K Hold
249
– – ﹤0.01% 2836
2023
Q1 		$15K Buy
249
+191
+329% +$12.1K ﹤0.01% 2712
2022
Q4 		$4K Hold
58
– – ﹤0.01% 3330
2022
Q3 		$3K Hold
58
– – ﹤0.01% 3364
2022
Q2 		$3K Hold
58
– – ﹤0.01% 3237
2022
Q1 		$4K Hold
58
– – ﹤0.01% 2959
2021
Q4 		$4K Buy
+58
New +$3.78K ﹤0.01% 2883
2021
Q2 		$9K Hold
138
– – ﹤0.01% 2161
2021
Q1 		$9K Hold
138
– – ﹤0.01% 2161
2020
Q4 		$9K Hold
138
– – ﹤0.01% 2161
2020
Q3 		$9K Hold
138
– – ﹤0.01% 2161
2020
Q2 		$9K Hold
138
– – ﹤0.01% 2161
2020
Q1 		$9K Hold
138
– – ﹤0.01% 2160
2019
Q4 		$9K Hold
138
– – ﹤0.01% 2160
2019
Q3 		$9K Hold
138
– – ﹤0.01% 2160
2019
Q2 		$9K Hold
138
– – ﹤0.01% 2159
2019
Q1 		$9K Sell
138
-1,627
-92% -$93.8K ﹤0.01% 2159
2018
Q4 		$95K Hold
1,765
– – ﹤0.01% 734
2018
Q3 		$104K Buy
1,765
+256
+17% +$15.1K ﹤0.01% 615
2018
Q2 		$86K Buy
1,509
+790
+110% +$43.9K ﹤0.01% 541
2018
Q1 		$39K Hold
719
– – ﹤0.01% 599
2017
Q4 		$40K Buy
719
+443
+161% +$24.9K ﹤0.01% 570
2017
Q3 		$15K Buy
+276
New +$15.1K ﹤0.01% 790

Other funds holding SMDV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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 $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its ProShares Russell 2000 Dividend Growers ETF (SMDV) position steady in Q1 2026 at 54 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #5126.

Carson Wealth (CWM LLC) first reported a position in SMDV in Q3 2017 and has held it in 34 quarters since. The position peaked at $104K in Q3 2018. 134 funds tracked by Wall St. Rank hold SMDV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 54 shares of ProShares Russell 2000 Dividend Growers ETF worth $3.71K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its ProShares Russell 2000 Dividend Growers ETF share count unchanged in Q1 2026.
  • ProShares Russell 2000 Dividend Growers ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5126 holding.
  • Carson Wealth (CWM LLC) first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q3 2017 and has held it in 34 quarters since.
  • Carson Wealth (CWM LLC)'s ProShares Russell 2000 Dividend Growers ETF position peaked at $104K in Q3 2018.
  • 134 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q1 2026.

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