Carson Wealth (CWM LLC)
HGRO

Carson Wealth (CWM LLC)’s Hedgeye Quality Growth ETF HGRO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HGRO Stock Details HGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$565K Buy
20,266
+19
+0.1% +$548 ﹤0.01% 1924
2025
Q4 		$575K Buy
20,247
+6,894
+52% +$194K ﹤0.01% 1832
2025
Q3 		$366K Buy
+13,353
New +$356K ﹤0.01% 1976

Other funds holding HGRO

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
GS
GTS Securities New York $4.75B AUM 41.97% 1-Year Est. Return
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return
CWM
Copia Wealth Management Bend, Oregon $146M AUM 20.84% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
GPFA
Game Plan Financial Advisors Westlake, Ohio $269M AUM 28.74% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Hedgeye Quality Growth ETF (HGRO) stake by 0.09% in Q1 2026, buying an estimated $548 and bringing the position to 20,266 shares worth $565K. The position accounts for ﹤0.01% of the portfolio, ranked #1924.

Carson Wealth (CWM LLC) first reported a position in HGRO in Q3 2025 and has held it in 3 quarters since. The position peaked at $575K in Q4 2025. 18 funds tracked by Wall St. Rank hold HGRO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 20,266 shares of Hedgeye Quality Growth ETF worth $565K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 19 Hedgeye Quality Growth ETF shares in Q1 2026, an estimated $548.
  • Hedgeye Quality Growth ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1924 holding.
  • Carson Wealth (CWM LLC) first reported a position in Hedgeye Quality Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Hedgeye Quality Growth ETF position peaked at $575K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Hedgeye Quality Growth ETF as of Q1 2026.

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