Carson Wealth (CWM LLC)
ABFL icon

Carson Wealth (CWM LLC)’s Abacus FCF Leaders ETF ABFL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ABFL Stock Details ABFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-2,000
Closed -$63K – 3316
2018
Q4 		$63K Hold
2,000
– – ﹤0.01% 830
2018
Q3 		$76K Hold
2,000
– – ﹤0.01% 668
2018
Q2 		$71K Buy
2,000
+1,000
+100% +$35.6K ﹤0.01% 575
2018
Q1 		$34K Buy
+1,000
New +$34.9K ﹤0.01% 620

Other funds holding ABFL

IF
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MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
First Allied Advisory Services
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Madison Investment Holdings
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ABFL Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of Abacus FCF Leaders ETF (ABFL) in Q1 2019, closing a stake of 2,000 shares — an estimated $63K sold.

Carson Wealth (CWM LLC) first reported a position in ABFL in Q1 2018 and held it in 4 quarters. The position peaked at $76K in Q3 2018. 27 funds tracked by Wall St. Rank hold ABFL as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining Abacus FCF Leaders ETF position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,000 Abacus FCF Leaders ETF shares in Q1 2019, an estimated $63K.
  • Carson Wealth (CWM LLC) first reported a position in Abacus FCF Leaders ETF in Q1 2018 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s Abacus FCF Leaders ETF position peaked at $76K in Q3 2018.
  • 27 funds tracked by Wall St. Rank held Abacus FCF Leaders ETF as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.