Carson Wealth (CWM LLC)
QPX icon

Carson Wealth (CWM LLC)’s AdvisorShares Q Dynamic Growth ETF QPX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QPX Stock Details QPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$52.6K Hold
1,242
– – ﹤0.01% 3785
2025
Q4 		$55K Sell
1,242
-9
-0.7% -$395 ﹤0.01% 3533
2025
Q3 		$54K Buy
+1,251
New +$50.5K ﹤0.01% 3472

Other funds holding QPX

EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its AdvisorShares Q Dynamic Growth ETF (QPX) position steady in Q1 2026 at 1,242 shares worth $52.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3785.

Carson Wealth (CWM LLC) first reported a position in QPX in Q3 2025 and has held it in 3 quarters since. The position peaked at $55K in Q4 2025. 17 funds tracked by Wall St. Rank hold QPX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,242 shares of AdvisorShares Q Dynamic Growth ETF worth $52.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its AdvisorShares Q Dynamic Growth ETF share count unchanged in Q1 2026.
  • AdvisorShares Q Dynamic Growth ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3785 holding.
  • Carson Wealth (CWM LLC) first reported a position in AdvisorShares Q Dynamic Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s AdvisorShares Q Dynamic Growth ETF position peaked at $55K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held AdvisorShares Q Dynamic Growth ETF as of Q1 2026.

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