Carson Wealth (CWM LLC)
TTEQ

Carson Wealth (CWM LLC)’s T. Rowe Price Technology ETF TTEQ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TTEQ Stock Details TTEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.9K Buy
491
+302
+160% +$9.73K ﹤0.01% 4599
2025
Q4 		$6K Buy
+189
New +$6.21K ﹤0.01% 4785

Other funds holding TTEQ

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
4WM
4J Wealth Management Alexandria, Virginia $204M AUM 21.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its T. Rowe Price Technology ETF (TTEQ) stake by 160% in Q1 2026, buying an estimated $9.73K and bringing the position to 491 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4599.

Carson Wealth (CWM LLC) first reported a position in TTEQ in Q4 2025 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold TTEQ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 491 shares of T. Rowe Price Technology ETF worth $14.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 302 T. Rowe Price Technology ETF shares in Q1 2026, an estimated $9.73K.
  • T. Rowe Price Technology ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4599 holding.
  • Carson Wealth (CWM LLC) first reported a position in T. Rowe Price Technology ETF in Q4 2025 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held T. Rowe Price Technology ETF as of Q1 2026.

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