Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio USMC Stock Details USMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-132
Closed -$8K – 5561
2025
Q2 		$8K Buy
+132
New +$7.68K ﹤0.01% 4414
2025
Q1 		– Sell
-206
Closed -$12K – 5216
2024
Q4 		$12K Buy
+206
New +$12.1K ﹤0.01% 3785
2023
Q2 		– Sell
-230
Closed -$9K – 4476
2023
Q1 		$9K Buy
+230
New +$8.72K ﹤0.01% 3038

Other funds holding USMC

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q3 2025, closing a stake of 132 shares — an estimated $8K sold.

Carson Wealth (CWM LLC) first reported a position in USMC in Q1 2023 and held it in 3 quarters. The position peaked at $12K in Q4 2024. 81 funds tracked by Wall St. Rank hold USMC as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 132 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q3 2025, an estimated $8K.
  • Carson Wealth (CWM LLC) first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q1 2023 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $12K in Q4 2024.
  • 81 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q3 2025.

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