Carson Wealth (CWM LLC)
LRGC icon

Carson Wealth (CWM LLC)’s AB US Large Cap Strategic Equities ETF LRGC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LRGC Stock Details LRGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.3K Hold
263
– – ﹤0.01% 4438
2025
Q4 		$20K Buy
+263
New +$20.4K ﹤0.01% 4172

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WWMSC
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Northwestern Mutual Wealth Management
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AWA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QPW
Quantum Private Wealth Tampa, Florida $390M AUM 58.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its AB US Large Cap Strategic Equities ETF (LRGC) position steady in Q1 2026 at 263 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4438.

Carson Wealth (CWM LLC) first reported a position in LRGC in Q4 2025 and has held it in 2 quarters since. The position peaked at $20K in Q4 2025. 30 funds tracked by Wall St. Rank hold LRGC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 263 shares of AB US Large Cap Strategic Equities ETF worth $19.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its AB US Large Cap Strategic Equities ETF share count unchanged in Q1 2026.
  • AB US Large Cap Strategic Equities ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4438 holding.
  • Carson Wealth (CWM LLC) first reported a position in AB US Large Cap Strategic Equities ETF in Q4 2025 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s AB US Large Cap Strategic Equities ETF position peaked at $20K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held AB US Large Cap Strategic Equities ETF as of Q1 2026.

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