Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XYLD Stock Details XYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$352K Sell
8,998
-210
-2% -$8.49K ﹤0.01% 2281
2025
Q4 		$374K Buy
9,208
+4,700
+104% +$188K ﹤0.01% 2102
2025
Q3 		$177K Sell
4,508
-1,358
-23% -$53K ﹤0.01% 2540
2025
Q2 		$228K Buy
5,866
+1,632
+39% +$62.6K ﹤0.01% 2063
2025
Q1 		$167K Buy
4,234
+224
+6% +$9.3K ﹤0.01% 2049
2024
Q4 		$168K Buy
4,010
+560
+16% +$23.5K ﹤0.01% 1945
2024
Q3 		$143K Buy
3,450
+375
+12% +$15.3K ﹤0.01% 1961
2024
Q2 		$124K Buy
3,075
+744
+32% +$30K ﹤0.01% 1846
2024
Q1 		$95K Buy
2,331
+498
+27% +$20K ﹤0.01% 1911
2023
Q4 		$72K Sell
1,833
-325
-15% -$12.7K ﹤0.01% 1962
2023
Q3 		$84K Buy
2,158
+70
+3% +$2.84K ﹤0.01% 1741
2023
Q2 		$86K Buy
2,088
+1,375
+193% +$55.9K ﹤0.01% 1647
2023
Q1 		$29K Buy
713
+104
+17% +$4.19K ﹤0.01% 2255
2022
Q4 		$24K Sell
609
-88
-13% -$3.5K ﹤0.01% 2252
2022
Q3 		$27K Sell
697
-89
-11% -$3.77K ﹤0.01% 2036
2022
Q2 		$34K Buy
786
+256
+48% +$11.7K ﹤0.01% 1824
2022
Q1 		$26K Hold
530
– – ﹤0.01% 1934
2021
Q4 		$27K Buy
+530
New +$26.6K ﹤0.01% 1837
2021
Q2 		$26K Hold
530
– – ﹤0.01% 1678
2021
Q1 		$26K Hold
530
– – ﹤0.01% 1678
2020
Q4 		$26K Hold
530
– – ﹤0.01% 1678
2020
Q3 		$26K Hold
530
– – ﹤0.01% 1678
2020
Q2 		$26K Hold
530
– – ﹤0.01% 1678
2020
Q1 		$26K Hold
530
– – ﹤0.01% 1678
2019
Q4 		$26K Hold
530
– – ﹤0.01% 1678
2019
Q3 		$26K Hold
530
– – ﹤0.01% 1678
2019
Q2 		$26K Hold
530
– – ﹤0.01% 1678
2019
Q1 		$26K Buy
+530
New +$24.7K ﹤0.01% 1678

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 2.3% in Q1 2026, selling an estimated $8.49K and leaving 8,998 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #2281.

Carson Wealth (CWM LLC) first reported a position in XYLD in Q1 2019 and has held it in 28 quarters since. The position peaked at $374K in Q4 2025. 271 funds tracked by Wall St. Rank hold XYLD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,998 shares of Global X S&P 500 Covered Call ETF worth $352K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 210 Global X S&P 500 Covered Call ETF shares in Q1 2026, an estimated $8.49K.
  • Global X S&P 500 Covered Call ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2281 holding.
  • Carson Wealth (CWM LLC) first reported a position in Global X S&P 500 Covered Call ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Global X S&P 500 Covered Call ETF position peaked at $374K in Q4 2025.
  • 271 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2026.

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