Carson Wealth (CWM LLC)
SPWO icon

Carson Wealth (CWM LLC)’s SP Funds S&P World ex-US ETF SPWO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SPWO Stock Details SPWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$233K Buy
8,275
+1,538
+23% +$45.1K ﹤0.01% 2598
2025
Q4 		$184K Buy
6,737
+1,608
+31% +$43.5K ﹤0.01% 2638
2025
Q3 		$137K Buy
5,129
+3,773
+278% +$94.4K ﹤0.01% 2735
2025
Q2 		$33K Hold
1,356
– – ﹤0.01% 3596
2025
Q1 		$30K Buy
+1,356
New +$30.8K ﹤0.01% 3394

Other funds holding SPWO

S
ShariaPortfolio Lake Mary, Florida $283M AUM 47.51% 1-Year Est. Return
RF
rebel Financial Groveport, Ohio $231M AUM 12.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its SP Funds S&P World ex-US ETF (SPWO) stake by 23% in Q1 2026, buying an estimated $45.1K and bringing the position to 8,275 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #2598.

Carson Wealth (CWM LLC) first reported a position in SPWO in Q1 2025 and has held it in 5 quarters since. 24 funds tracked by Wall St. Rank hold SPWO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,275 shares of SP Funds S&P World ex-US ETF worth $233K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,538 SP Funds S&P World ex-US ETF shares in Q1 2026, an estimated $45.1K.
  • SP Funds S&P World ex-US ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2598 holding.
  • Carson Wealth (CWM LLC) first reported a position in SP Funds S&P World ex-US ETF in Q1 2025 and has held it in 5 quarters since.
  • 24 funds tracked by Wall St. Rank held SP Funds S&P World ex-US ETF as of Q1 2026.

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