Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Inspire Growth ETF GLRY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GLRY Stock Details GLRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$873K Sell
23,528
-69,842
-75% -$2.66M ﹤0.01% 1628
2025
Q4 		$3.35M Buy
93,370
+66,250
+244% +$2.42M 0.01% 942
2025
Q3 		$1.01M Buy
27,120
+2,428
+10% +$83.8K ﹤0.01% 1404
2025
Q2 		$813K Buy
24,692
+430
+2% +$13.2K ﹤0.01% 1358
2025
Q1 		$700K Buy
24,262
+938
+4% +$28.9K ﹤0.01% 1321
2024
Q4 		$720K Sell
23,324
-964
-4% -$30.7K ﹤0.01% 1237
2024
Q3 		$764K Buy
+24,288
New +$744K ﹤0.01% 1167

Other funds holding GLRY

FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Inspire Growth ETF (GLRY) stake by 75% in Q1 2026, selling an estimated $2.66M and leaving 23,528 shares worth $873K. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

Carson Wealth (CWM LLC) first reported a position in GLRY in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.35M in Q4 2025. 41 funds tracked by Wall St. Rank hold GLRY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 23,528 shares of Inspire Growth ETF worth $873K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 69,842 Inspire Growth ETF shares in Q1 2026, an estimated $2.66M.
  • Inspire Growth ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1628 holding.
  • Carson Wealth (CWM LLC) first reported a position in Inspire Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Inspire Growth ETF position peaked at $3.35M in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Inspire Growth ETF as of Q1 2026.

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