Carson Wealth (CWM LLC)
PRO

Carson Wealth (CWM LLC)’s PROS Holdings PRO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PRO Stock Details PRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-20,510
Closed -$470K – 5579
2025
Q3 		$470K Buy
20,510
+7,098
+53% +$115K ﹤0.01% 1839
2025
Q2 		$210K Buy
13,412
+5,746
+75% +$97.8K ﹤0.01% 2136
2025
Q1 		$146K Buy
7,666
+4,643
+154% +$108K ﹤0.01% 2123
2024
Q4 		$66K Buy
3,023
+1,343
+80% +$28.9K ﹤0.01% 2589
2024
Q3 		$31K Buy
1,680
+1,613
+2,407% +$34.1K ﹤0.01% 3075
2024
Q2 		$2K Buy
67
+31
+86% +$984 ﹤0.01% 4255
2024
Q1 		$1K Buy
36
+5
+16% +$177 ﹤0.01% 4194
2023
Q4 		$1K Hold
31
– – ﹤0.01% 4015
2023
Q3 		$1K Hold
31
– – ﹤0.01% 4050
2023
Q2 		$1K Hold
31
– – ﹤0.01% 4036
2023
Q1 		$1K Hold
31
– – ﹤0.01% 3897
2022
Q4 		$1K Hold
31
– – ﹤0.01% 3814
2022
Q3 		$1K Buy
+31
New +$752 ﹤0.01% 3727

Other funds holding PRO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of PROS Holdings (PRO) in Q4 2025, closing a stake of 20,510 shares — an estimated $470K sold.

Carson Wealth (CWM LLC) first reported a position in PRO in Q3 2022 and held it in 13 quarters. The position peaked at $470K in Q3 2025. 1 fund tracked by Wall St. Rank holds PRO as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining PROS Holdings position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 20,510 PROS Holdings shares in Q4 2025, an estimated $470K.
  • Carson Wealth (CWM LLC) first reported a position in PROS Holdings in Q3 2022 and held it in 13 quarters.
  • Carson Wealth (CWM LLC)'s PROS Holdings position peaked at $470K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held PROS Holdings as of Q4 2025.

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