Carson Wealth (CWM LLC)
ATFV icon

Carson Wealth (CWM LLC)’s Alger 35 ETF ATFV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ATFV Stock Details ATFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.3K Sell
330
-23
-7% -$777 ﹤0.01% 4763
2025
Q4 		$12K Sell
353
-209
-37% -$7.33K ﹤0.01% 4440
2025
Q3 		$20K Sell
562
-100
-15% -$3.19K ﹤0.01% 4110
2025
Q2 		$20K Buy
662
+96
+17% +$2.41K ﹤0.01% 3895
2025
Q1 		$12K Buy
+566
New +$14.3K ﹤0.01% 3984

Other funds holding ATFV

MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CIC
Chilton Investment Company Stamford, Connecticut $4.17B AUM 1.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CCM
CFO Capital Management Fairfield, Connecticut $121M AUM
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Alger 35 ETF (ATFV) stake by 6.5% in Q1 2026, selling an estimated $777 and leaving 330 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4763.

Carson Wealth (CWM LLC) first reported a position in ATFV in Q1 2025 and has held it in 5 quarters since. The position peaked at $20K in Q3 2025. 28 funds tracked by Wall St. Rank hold ATFV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 330 shares of Alger 35 ETF worth $10.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 23 Alger 35 ETF shares in Q1 2026, an estimated $777.
  • Alger 35 ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4763 holding.
  • Carson Wealth (CWM LLC) first reported a position in Alger 35 ETF in Q1 2025 and has held it in 5 quarters since.
  • Carson Wealth (CWM LLC)'s Alger 35 ETF position peaked at $20K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Alger 35 ETF as of Q1 2026.

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