Carson Wealth (CWM LLC)
QGRO icon

Carson Wealth (CWM LLC)’s American Century US Quality Growth ETF QGRO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QGRO Stock Details QGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,155
Closed -$126K – 5488
2025
Q2 		$126K Buy
+1,155
New +$116K ﹤0.01% 2530
2023
Q1 		– Sell
-83
Closed -$5K – 4289
2022
Q4 		$5K Buy
+83
New +$4.87K ﹤0.01% 3211

Other funds holding QGRO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of American Century US Quality Growth ETF (QGRO) in Q3 2025, closing a stake of 1,155 shares — an estimated $126K sold.

Carson Wealth (CWM LLC) first reported a position in QGRO in Q4 2022 and held it in 2 quarters. The position peaked at $126K in Q2 2025. 158 funds tracked by Wall St. Rank hold QGRO as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining American Century US Quality Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,155 American Century US Quality Growth ETF shares in Q3 2025, an estimated $126K.
  • Carson Wealth (CWM LLC) first reported a position in American Century US Quality Growth ETF in Q4 2022 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s American Century US Quality Growth ETF position peaked at $126K in Q2 2025.
  • 158 funds tracked by Wall St. Rank held American Century US Quality Growth ETF as of Q3 2025.

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