Carson Wealth (CWM LLC)
USSE icon

Carson Wealth (CWM LLC)’s Segall Bryant & Hamill Select Equity ETF USSE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio USSE Stock Details USSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-312
Closed -$10K – 5658
2025
Q3 		$10K Buy
+312
New +$10.1K ﹤0.01% 4498

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BIG
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GS
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s USSE Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Segall Bryant & Hamill Select Equity ETF (USSE) in Q4 2025, closing a stake of 312 shares — an estimated $10K sold.

Carson Wealth (CWM LLC) first reported a position in USSE in Q3 2025 and held it in 1 quarter. The position peaked at $10K in Q3 2025. 8 funds tracked by Wall St. Rank hold USSE as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Segall Bryant & Hamill Select Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 312 Segall Bryant & Hamill Select Equity ETF shares in Q4 2025, an estimated $10K.
  • Carson Wealth (CWM LLC) first reported a position in Segall Bryant & Hamill Select Equity ETF in Q3 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Segall Bryant & Hamill Select Equity ETF position peaked at $10K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Segall Bryant & Hamill Select Equity ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.