Carson Wealth (CWM LLC)
AGGP

Carson Wealth (CWM LLC)’s IQ Enhanced Core Plus Bond U.S. ETF AGGP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AGGP Stock Details AGGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,665
Closed -$32K – 1845
2018
Q1 		$32K Buy
+1,665
New +$32.4K ﹤0.01% 636

Other funds holding AGGP

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AGGP Position: Q2 2018 in Review

Carson Wealth (CWM LLC) sold out of IQ Enhanced Core Plus Bond U.S. ETF (AGGP) in Q2 2018, closing a stake of 1,665 shares — an estimated $32K sold.

Carson Wealth (CWM LLC) first reported a position in AGGP in Q1 2018 and held it in 1 quarter. The position peaked at $32K in Q1 2018. 42 funds tracked by Wall St. Rank hold AGGP as of Q2 2018.

  • Carson Wealth (CWM LLC) reported no remaining IQ Enhanced Core Plus Bond U.S. ETF position as of Q2 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,665 IQ Enhanced Core Plus Bond U.S. ETF shares in Q2 2018, an estimated $32K.
  • Carson Wealth (CWM LLC) first reported a position in IQ Enhanced Core Plus Bond U.S. ETF in Q1 2018 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s IQ Enhanced Core Plus Bond U.S. ETF position peaked at $32K in Q1 2018.
  • 42 funds tracked by Wall St. Rank held IQ Enhanced Core Plus Bond U.S. ETF as of Q2 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2018, filed 31 Jul 2018.