Carson Wealth (CWM LLC)
ACTV

Carson Wealth (CWM LLC)’s LeaderShares Activist Leaders ETF ACTV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ACTV Stock Details ACTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$11K Hold
290
– – ﹤0.01% 2041
2021
Q1 		$11K Hold
290
– – ﹤0.01% 2041
2020
Q4 		$11K Buy
+290
New +$8.37K ﹤0.01% 2041

Other funds holding ACTV

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ACTV Position: Q2 2021 in Review

Carson Wealth (CWM LLC) held its LeaderShares Activist Leaders ETF (ACTV) position steady in Q2 2021 at 290 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #2041.

Carson Wealth (CWM LLC) first reported a position in ACTV in Q4 2020 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold ACTV as of Q2 2021.

  • Carson Wealth (CWM LLC) held 290 shares of LeaderShares Activist Leaders ETF worth $11K as of Q2 2021.
  • Carson Wealth (CWM LLC) left its LeaderShares Activist Leaders ETF share count unchanged in Q2 2021.
  • LeaderShares Activist Leaders ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q2 2021, its #2041 holding.
  • Carson Wealth (CWM LLC) first reported a position in LeaderShares Activist Leaders ETF in Q4 2020 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held LeaderShares Activist Leaders ETF as of Q2 2021.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2021, filed 29 Jul 2021.