Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Congress SMid Growth ETF CSMD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CSMD Stock Details CSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-309
Closed -$10K – 5409
2025
Q3 		$10K Buy
+309
New +$9.99K ﹤0.01% 4464

Other funds holding CSMD

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Congress SMid Growth ETF (CSMD) in Q4 2025, closing a stake of 309 shares — an estimated $10K sold.

Carson Wealth (CWM LLC) first reported a position in CSMD in Q3 2025 and held it in 1 quarter. The position peaked at $10K in Q3 2025. 35 funds tracked by Wall St. Rank hold CSMD as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Congress SMid Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 309 Congress SMid Growth ETF shares in Q4 2025, an estimated $10K.
  • Carson Wealth (CWM LLC) first reported a position in Congress SMid Growth ETF in Q3 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Congress SMid Growth ETF position peaked at $10K in Q3 2025.
  • 35 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q4 2025.

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