Carson Wealth (CWM LLC)
PJFG icon

Carson Wealth (CWM LLC)’s PGIM Jennison Focused Growth ETF PJFG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PJFG Stock Details PJFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$71.9K Sell
738
-2,905
-80% -$305K ﹤0.01% 3527
2025
Q4 		$405K Buy
3,643
+293
+9% +$32.7K ﹤0.01% 2048
2025
Q3 		$370K Buy
3,350
+35
+1% +$3.72K ﹤0.01% 1968
2025
Q2 		$345K Buy
3,315
+740
+29% +$68.5K ﹤0.01% 1780
2025
Q1 		$219K Sell
2,575
-80
-3% -$7.54K ﹤0.01% 1864
2024
Q4 		$253K Buy
2,655
+450
+20% +$42.4K ﹤0.01% 1688
2024
Q3 		$198K Buy
2,205
+1,361
+161% +$119K ﹤0.01% 1761
2024
Q2 		$75K Buy
844
+372
+79% +$30.9K ﹤0.01% 2181
2024
Q1 		$39K Buy
+472
New +$37.2K ﹤0.01% 2465

Other funds holding PJFG

BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
1CP
1015 Capital Partners Pottstown, Pennsylvania $119M AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its PGIM Jennison Focused Growth ETF (PJFG) stake by 80% in Q1 2026, selling an estimated $305K and leaving 738 shares worth $71.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3527.

Carson Wealth (CWM LLC) first reported a position in PJFG in Q1 2024 and has held it in 9 quarters since. The position peaked at $405K in Q4 2025. 26 funds tracked by Wall St. Rank hold PJFG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 738 shares of PGIM Jennison Focused Growth ETF worth $71.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,905 PGIM Jennison Focused Growth ETF shares in Q1 2026, an estimated $305K.
  • PGIM Jennison Focused Growth ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3527 holding.
  • Carson Wealth (CWM LLC) first reported a position in PGIM Jennison Focused Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s PGIM Jennison Focused Growth ETF position peaked at $405K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held PGIM Jennison Focused Growth ETF as of Q1 2026.

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