Carson Wealth (CWM LLC)
AIEQ icon

Carson Wealth (CWM LLC)’s Amplify AI Powered Equity ETF AIEQ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AIEQ Stock Details AIEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3
Closed – – 4014
2022
Q4 		$0 Buy
+3
New +$91 ﹤0.01% 3945

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IWC
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WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Citadel Advisors
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $369M AUM 24.46% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AIEQ Position: Q1 2023 in Review

Carson Wealth (CWM LLC) sold out of Amplify AI Powered Equity ETF (AIEQ) in Q1 2023, closing a stake of 3 shares.

Carson Wealth (CWM LLC) first reported a position in AIEQ in Q4 2022 and held it in 1 quarter. The position peaked at $0 in Q4 2022. 33 funds tracked by Wall St. Rank hold AIEQ as of Q1 2023.

  • Carson Wealth (CWM LLC) reported no remaining Amplify AI Powered Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3 Amplify AI Powered Equity ETF shares in Q1 2023.
  • Carson Wealth (CWM LLC) first reported a position in Amplify AI Powered Equity ETF in Q4 2022 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Amplify AI Powered Equity ETF position peaked at $0 in Q4 2022.
  • 33 funds tracked by Wall St. Rank held Amplify AI Powered Equity ETF as of Q1 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2023, filed 1 May 2023.