Carson Wealth (CWM LLC)
PIEQ

Carson Wealth (CWM LLC)’s Principal International Equity ETF PIEQ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PIEQ Stock Details PIEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-163
Closed -$5K – 5620
2025
Q2 		$5K Buy
+163
New +$4.43K ﹤0.01% 4655

Other funds holding PIEQ

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PIEQ Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Principal International Equity ETF (PIEQ) in Q3 2025, closing a stake of 163 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in PIEQ in Q2 2025 and held it in 1 quarter. The position peaked at $5K in Q2 2025. 8 funds tracked by Wall St. Rank hold PIEQ as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining Principal International Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 163 Principal International Equity ETF shares in Q3 2025, an estimated $5K.
  • Carson Wealth (CWM LLC) first reported a position in Principal International Equity ETF in Q2 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Principal International Equity ETF position peaked at $5K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held Principal International Equity ETF as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.