Carson Wealth (CWM LLC)’s AAM S&P 500 High Dividend Value ETF SPDV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SPDV Stock Details SPDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$55.8K	Buy	+1,500	New	+$55.7K	﹤0.01%	3734

Other funds holding SPDV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in AAM S&P 500 High Dividend Value ETF (SPDV) in Q1 2026: 1,500 shares worth $55.8K. The stake represents ﹤0.01% of the portfolio and ranks #3734 among its holdings.

36 funds tracked by Wall St. Rank hold SPDV as of Q1 2026.

Carson Wealth (CWM LLC) held 1,500 shares of AAM S&P 500 High Dividend Value ETF worth $55.8K as of Q1 2026.
AAM S&P 500 High Dividend Value ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
AAM S&P 500 High Dividend Value ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3734 holding.
36 funds tracked by Wall St. Rank held AAM S&P 500 High Dividend Value ETF as of Q1 2026.

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