Carson Wealth (CWM LLC)
PCGG icon

Carson Wealth (CWM LLC)’s Polen Capital Global Growth ETF PCGG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PCGG Stock Details PCGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-610
Closed -$7K – 5568
2025
Q3 		$7K Buy
+610
New +$7.44K ﹤0.01% 4631

Other funds holding PCGG

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DA
Dash Acquisitions Woodland Hills, California $480M AUM 4.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Polen Capital Global Growth ETF (PCGG) in Q4 2025, closing a stake of 610 shares — an estimated $7K sold.

Carson Wealth (CWM LLC) first reported a position in PCGG in Q3 2025 and held it in 1 quarter. The position peaked at $7K in Q3 2025. 8 funds tracked by Wall St. Rank hold PCGG as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Polen Capital Global Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 610 Polen Capital Global Growth ETF shares in Q4 2025, an estimated $7K.
  • Carson Wealth (CWM LLC) first reported a position in Polen Capital Global Growth ETF in Q3 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Polen Capital Global Growth ETF position peaked at $7K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Polen Capital Global Growth ETF as of Q4 2025.

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