Carson Wealth (CWM LLC)
STXD icon

Carson Wealth (CWM LLC)’s Strive 1000 Dividend Growth ETF STXD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STXD Stock Details STXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$229K Hold
6,443
– – ﹤0.01% 2615
2025
Q4 		$239K Hold
6,443
– – ﹤0.01% 2422
2025
Q3 		$235K Hold
6,443
– – ﹤0.01% 2323
2025
Q2 		$224K Hold
6,443
– – ﹤0.01% 2074
2025
Q1 		$209K Hold
6,443
– – ﹤0.01% 1902
2024
Q4 		$211K Sell
6,443
-750
-10% -$25.1K ﹤0.01% 1794
2024
Q3 		$243K Sell
7,193
-4,133
-36% -$135K ﹤0.01% 1654
2024
Q2 		$356K Hold
11,326
– – ﹤0.01% 1313
2024
Q1 		$351K Hold
11,326
– – ﹤0.01% 1268
2023
Q4 		$327K Hold
11,326
– – ﹤0.01% 1220
2023
Q3 		$298K Buy
11,326
+4,133
+57% +$113K ﹤0.01% 1156
2023
Q2 		$198K Hold
7,193
– – ﹤0.01% 1259
2023
Q1 		$188K Buy
+7,193
New +$185K ﹤0.01% 1219

Other funds holding STXD

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
PP
PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Strive 1000 Dividend Growth ETF (STXD) position steady in Q1 2026 at 6,443 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #2615.

Carson Wealth (CWM LLC) first reported a position in STXD in Q1 2023 and has held it in 13 quarters since. The position peaked at $356K in Q2 2024. 29 funds tracked by Wall St. Rank hold STXD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,443 shares of Strive 1000 Dividend Growth ETF worth $229K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Strive 1000 Dividend Growth ETF share count unchanged in Q1 2026.
  • Strive 1000 Dividend Growth ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2615 holding.
  • Carson Wealth (CWM LLC) first reported a position in Strive 1000 Dividend Growth ETF in Q1 2023 and has held it in 13 quarters since.
  • Carson Wealth (CWM LLC)'s Strive 1000 Dividend Growth ETF position peaked at $356K in Q2 2024.
  • 29 funds tracked by Wall St. Rank held Strive 1000 Dividend Growth ETF as of Q1 2026.

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