Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Congress Large Cap Growth ETF CAML Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CAML Stock Details CAML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-309
Closed -$12K – 5396
2025
Q3 		$12K Buy
+309
New +$11.6K ﹤0.01% 4388

Other funds holding CAML

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CAML Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Congress Large Cap Growth ETF (CAML) in Q4 2025, closing a stake of 309 shares — an estimated $12K sold.

Carson Wealth (CWM LLC) first reported a position in CAML in Q3 2025 and held it in 1 quarter. The position peaked at $12K in Q3 2025. 12 funds tracked by Wall St. Rank hold CAML as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Congress Large Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 309 Congress Large Cap Growth ETF shares in Q4 2025, an estimated $12K.
  • Carson Wealth (CWM LLC) first reported a position in Congress Large Cap Growth ETF in Q3 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Congress Large Cap Growth ETF position peaked at $12K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Congress Large Cap Growth ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.