Carson Wealth (CWM LLC)
VSDA icon

Carson Wealth (CWM LLC)’s VictoryShares Dividend Accelerator ETF VSDA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VSDA Stock Details VSDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-232
Closed -$12K – 5570
2025
Q2 		$12K Buy
+232
New +$11.6K ﹤0.01% 4220

Other funds holding VSDA

GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DP
DDD Partners Bellevue, Washington $1.45B AUM 9.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VSDA Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of VictoryShares Dividend Accelerator ETF (VSDA) in Q3 2025, closing a stake of 232 shares — an estimated $12K sold.

Carson Wealth (CWM LLC) first reported a position in VSDA in Q2 2025 and held it in 1 quarter. The position peaked at $12K in Q2 2025. 43 funds tracked by Wall St. Rank hold VSDA as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining VictoryShares Dividend Accelerator ETF position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 232 VictoryShares Dividend Accelerator ETF shares in Q3 2025, an estimated $12K.
  • Carson Wealth (CWM LLC) first reported a position in VictoryShares Dividend Accelerator ETF in Q2 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s VictoryShares Dividend Accelerator ETF position peaked at $12K in Q2 2025.
  • 43 funds tracked by Wall St. Rank held VictoryShares Dividend Accelerator ETF as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.