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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.4K	Hold	630	–	–	﹤0.01%	4655
2025 Q4	$14K	Hold	630	–	–	﹤0.01%	4389
2025 Q3	$14K	Hold	630	–	–	﹤0.01%	4327
2025 Q2	$13K	Hold	630	–	–	﹤0.01%	4179
2025 Q1	$13K	Hold	630	–	–	﹤0.01%	3973
2024 Q4	$13K	Hold	630	–	–	﹤0.01%	3732
2024 Q3	$14K	Hold	630	–	–	﹤0.01%	3602
2024 Q2	$13K	Hold	630	–	–	﹤0.01%	3402
2024 Q1	$13K	Hold	630	–	–	﹤0.01%	3200
2023 Q4	$14K	Hold	630	–	–	﹤0.01%	3006
2023 Q3	$13K	Hold	630	–	–	﹤0.01%	3006
2023 Q2	$14K	Hold	630	–	–	﹤0.01%	2887
2023 Q1	$14K	Hold	630	–	–	﹤0.01%	2761
2022 Q4	$14K	Sell	630 -173	-22%	-$3.75K	﹤0.01%	2620
2022 Q3	$17K	Hold	803	–	–	﹤0.01%	2346
2022 Q2	$19K	Hold	803	–	–	﹤0.01%	2159
2022 Q1	$22K	Hold	803	–	–	﹤0.01%	2027
2021 Q4	$23K	Buy	+803	New	+$23K	﹤0.01%	1926
2021 Q2	$24K	Hold	803	–	–	﹤0.01%	1718
2021 Q1	$24K	Hold	803	–	–	﹤0.01%	1718
2020 Q4	$24K	Hold	803	–	–	﹤0.01%	1717
2020 Q3	$24K	Hold	803	–	–	﹤0.01%	1717
2020 Q2	$24K	Hold	803	–	–	﹤0.01%	1717
2020 Q1	$24K	Hold	803	–	–	﹤0.01%	1717
2019 Q4	$24K	Hold	803	–	–	﹤0.01%	1717
2019 Q3	$24K	Hold	803	–	–	﹤0.01%	1717
2019 Q2	$24K	Hold	803	–	–	﹤0.01%	1717
2019 Q1	$24K	Buy	+803	New	+$35.5K	﹤0.01%	1716
2017 Q4	–	Sell	-306	Closed	-$14K	–	1573
2017 Q3	$14K	Hold	306	–	–	﹤0.01%	811
2017 Q2	$14K	Sell	306 -219	-42%	-$9.95K	﹤0.01%	714
2017 Q1	$24K	Buy	+525	New	+$23.1K	﹤0.01%	576

Other funds holding SRET

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Global X SuperDividend REIT ETF (SRET) position steady in Q1 2026 at 630 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4655.

Carson Wealth (CWM LLC) first reported a position in SRET in Q1 2017 and has held it in 31 quarters since. The position peaked at $24K in Q2 2021. 36 funds tracked by Wall St. Rank hold SRET as of Q1 2026.

Carson Wealth (CWM LLC) held 630 shares of Global X SuperDividend REIT ETF worth $13.4K as of Q1 2026.
Carson Wealth (CWM LLC) left its Global X SuperDividend REIT ETF share count unchanged in Q1 2026.
Global X SuperDividend REIT ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4655 holding.
Carson Wealth (CWM LLC) first reported a position in Global X SuperDividend REIT ETF in Q1 2017 and has held it in 31 quarters since.
Carson Wealth (CWM LLC)'s Global X SuperDividend REIT ETF position peaked at $24K in Q2 2021.
36 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q1 2026.

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