Carson Wealth (CWM LLC)’s Level Four Large Cap Growth Active ETF LGRO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LGRO Stock Details LGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,044	Closed	-$82K	–	5510
2025 Q3	$82K	Buy	+2,044	New	+$78.4K	﹤0.01%	3137

Other funds holding LGRO

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Level Four Large Cap Growth Active ETF (LGRO) in Q4 2025, closing a stake of 2,044 shares — an estimated $82K sold.

Carson Wealth (CWM LLC) first reported a position in LGRO in Q3 2025 and held it in 1 quarter. The position peaked at $82K in Q3 2025. 3 funds tracked by Wall St. Rank hold LGRO as of Q4 2025.

Carson Wealth (CWM LLC) reported no remaining Level Four Large Cap Growth Active ETF position as of Q4 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 2,044 Level Four Large Cap Growth Active ETF shares in Q4 2025, an estimated $82K.
Carson Wealth (CWM LLC) first reported a position in Level Four Large Cap Growth Active ETF in Q3 2025 and held it in 1 quarter.
Carson Wealth (CWM LLC)'s Level Four Large Cap Growth Active ETF position peaked at $82K in Q3 2025.
3 funds tracked by Wall St. Rank held Level Four Large Cap Growth Active ETF as of Q4 2025.

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