Carson Wealth (CWM LLC)
LPRO

Carson Wealth (CWM LLC)’s Open Lending Corp LPRO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LPRO Stock Details LPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$90.7K Buy
72,522
+5,544
+8% +$8.77K ﹤0.01% 3354
2025
Q4 		$104K Sell
66,978
-20,330
-23% -$36.1K ﹤0.01% 3033
2025
Q3 		$184K Sell
87,308
-7,514
-8% -$17K ﹤0.01% 2513
2025
Q2 		$184K Buy
94,822
+91,840
+3,080% +$148K ﹤0.01% 2245
2025
Q1 		$8K Buy
2,982
+2,152
+259% +$10.7K ﹤0.01% 4221
2024
Q4 		$5K Buy
830
+86
+12% +$515 ﹤0.01% 4217
2024
Q3 		$5K Buy
744
+258
+53% +$1.49K ﹤0.01% 4108
2024
Q2 		$3K Buy
486
+467
+2,458% +$2.69K ﹤0.01% 4084
2024
Q1 		$0 Buy
+19
New +$140 ﹤0.01% 4545
2023
Q4 		– Sell
-3,938
Closed -$29K – 4352
2023
Q3 		$29K Buy
3,938
+134
+4% +$1.23K ﹤0.01% 2430
2023
Q2 		$40K Buy
3,804
+1
+0% +$9 ﹤0.01% 2138
2023
Q1 		$27K Sell
3,803
-269
-7% -$2.1K ﹤0.01% 2294
2022
Q4 		$27K Buy
4,072
+3,986
+4,635% +$28.1K ﹤0.01% 2156
2022
Q3 		$1K Sell
86
-393
-82% -$3.97K ﹤0.01% 3690
2022
Q2 		$5K Buy
479
+269
+128% +$3.6K ﹤0.01% 2987
2022
Q1 		$4K Buy
210
+193
+1,135% +$3.7K ﹤0.01% 2939
2021
Q4 		$0 Buy
+17
New +$482 ﹤0.01% 3588

Other funds holding LPRO

TWCM
True Wind Capital Management San Francisco, California $200M AUM 30.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
LP
LB Partners Charlottesville, Virginia $112M AUM 11% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $228M AUM 5.37% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $266M AUM 44.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return