Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Global X Aging Population ETF AGNG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AGNG Stock Details AGNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-75
Closed -$2K – 4557
2024
Q1 		$2K Buy
+75
New +$2.18K ﹤0.01% 3917
2023
Q4 		– Sell
-50
Closed -$1K – 4098
2023
Q3 		$1K Hold
50
– – ﹤0.01% 3906
2023
Q2 		$1K Hold
50
– – ﹤0.01% 3891
2023
Q1 		$1K Hold
50
– – ﹤0.01% 3758
2022
Q4 		$1K Hold
50
– – ﹤0.01% 3674
2022
Q3 		$1K Hold
50
– – ﹤0.01% 3589
2022
Q2 		$1K Hold
50
– – ﹤0.01% 3474
2022
Q1 		$1K Hold
50
– – ﹤0.01% 3288
2021
Q4 		$1K Buy
+50
New +$1.45K ﹤0.01% 3238
2021
Q2 		$2K Hold
50
– – ﹤0.01% 2608
2021
Q1 		$2K Hold
50
– – ﹤0.01% 2608
2020
Q4 		$2K Hold
50
– – ﹤0.01% 2608
2020
Q3 		$2K Hold
50
– – ﹤0.01% 2608
2020
Q2 		$2K Hold
50
– – ﹤0.01% 2608
2020
Q1 		$2K Hold
50
– – ﹤0.01% 2608
2019
Q4 		$2K Hold
50
– – ﹤0.01% 2608
2019
Q3 		$2K Hold
50
– – ﹤0.01% 2608
2019
Q2 		$2K Hold
50
– – ﹤0.01% 2608
2019
Q1 		$2K Buy
+50
New +$1.05K ﹤0.01% 2608

Other funds holding AGNG

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $369M AUM 24.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AGNG Position: Q2 2024 in Review

Carson Wealth (CWM LLC) sold out of Global X Aging Population ETF (AGNG) in Q2 2024, closing a stake of 75 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in AGNG in Q1 2019 and held it in 19 quarters. The position peaked at $2K in Q1 2024. 28 funds tracked by Wall St. Rank hold AGNG as of Q2 2024.

  • Carson Wealth (CWM LLC) reported no remaining Global X Aging Population ETF position as of Q2 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 75 Global X Aging Population ETF shares in Q2 2024, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in Global X Aging Population ETF in Q1 2019 and held it in 19 quarters.
  • Carson Wealth (CWM LLC)'s Global X Aging Population ETF position peaked at $2K in Q1 2024.
  • 28 funds tracked by Wall St. Rank held Global X Aging Population ETF as of Q2 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2024, filed 10 Jul 2024.