Carson Wealth (CWM LLC)’s Global X S&P 500 Tail Risk ETF XTR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.02K	Hold	160	–	–	﹤0.01%	5099
2025 Q4	$4K	Buy	+160	New	+$4.9K	﹤0.01%	4929

Other funds holding XTR

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Global X S&P 500 Tail Risk ETF (XTR) position steady in Q1 2026 at 160 shares worth $4.02K. The position accounts for ﹤0.01% of the portfolio, ranked #5099.

Carson Wealth (CWM LLC) first reported a position in XTR in Q4 2025 and has held it in 2 quarters since. 2 funds tracked by Wall St. Rank hold XTR as of Q1 2026.

Carson Wealth (CWM LLC) held 160 shares of Global X S&P 500 Tail Risk ETF worth $4.02K as of Q1 2026.
Carson Wealth (CWM LLC) left its Global X S&P 500 Tail Risk ETF share count unchanged in Q1 2026.
Global X S&P 500 Tail Risk ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5099 holding.
Carson Wealth (CWM LLC) first reported a position in Global X S&P 500 Tail Risk ETF in Q4 2025 and has held it in 2 quarters since.
2 funds tracked by Wall St. Rank held Global X S&P 500 Tail Risk ETF as of Q1 2026.

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