Carson Wealth (CWM LLC)’s Northern Trust US Quality Low Volatility ETF QLV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QLV Stock Details QLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.7K	Buy	+190	New	+$13.9K	﹤0.01%	4642

Other funds holding QLV

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBG

United Bank (Georgia) Zebulon, Georgia $329M AUM 28.62% 1-Year Est. Return

PFSC

Peoples Financial Services Corp Moosic, Pennsylvania $231M AUM 37.59% 1-Year Est. Return

CWWM

Curry Webb Wealth Management Indianapolis, Indiana $241M AUM

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Northern Trust US Quality Low Volatility ETF (QLV) in Q1 2026: 190 shares worth $13.7K. The stake represents ﹤0.01% of the portfolio and ranks #4642 among its holdings.

37 funds tracked by Wall St. Rank hold QLV as of Q1 2026.

Carson Wealth (CWM LLC) held 190 shares of Northern Trust US Quality Low Volatility ETF worth $13.7K as of Q1 2026.
Northern Trust US Quality Low Volatility ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
Northern Trust US Quality Low Volatility ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4642 holding.
37 funds tracked by Wall St. Rank held Northern Trust US Quality Low Volatility ETF as of Q1 2026.

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