Carson Wealth (CWM LLC)
PY icon

Carson Wealth (CWM LLC)’s Principal Exchange-Traded Funds Principal Value ETF PY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PY Stock Details PY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,416
Closed -$74K – 5772
2025
Q4 		$74K Hold
1,416
– – ﹤0.01% 3307
2025
Q3 		$74K Sell
1,416
-26
-2% -$1.33K ﹤0.01% 3212
2025
Q2 		$71K Buy
1,442
+26
+2% +$1.23K ﹤0.01% 3004
2025
Q1 		$69K Hold
1,416
– – ﹤0.01% 2713
2024
Q4 		$70K Buy
+1,416
New +$71.7K ﹤0.01% 2537

Other funds holding PY

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $2.77B AUM 22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IWP
Integrity Wealth Partners Walnut Creek, California $111M AUM

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

Carson Wealth (CWM LLC) sold out of Principal Exchange-Traded Funds Principal Value ETF (PY) in Q1 2026, closing a stake of 1,416 shares — an estimated $74K sold.

Carson Wealth (CWM LLC) first reported a position in PY in Q4 2024 and held it in 5 quarters. The position peaked at $74K in Q4 2025. 19 funds tracked by Wall St. Rank hold PY as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Principal Exchange-Traded Funds Principal Value ETF position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,416 Principal Exchange-Traded Funds Principal Value ETF shares in Q1 2026, an estimated $74K.
  • Carson Wealth (CWM LLC) first reported a position in Principal Exchange-Traded Funds Principal Value ETF in Q4 2024 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s Principal Exchange-Traded Funds Principal Value ETF position peaked at $74K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Value ETF as of Q1 2026.

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