Carson Wealth (CWM LLC)
AMPS

Carson Wealth (CWM LLC)’s Altus Power AMPS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AMPS Stock Details AMPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,385
Closed -$12K – 5378
2025
Q1 		$12K Buy
2,385
+1,502
+170% +$6.83K ﹤0.01% 4034
2024
Q4 		$4K Buy
883
+480
+119% +$1.76K ﹤0.01% 4372
2024
Q3 		$1K Buy
403
+377
+1,450% +$1.34K ﹤0.01% 4770
2024
Q2 		$0 Sell
26
-450
-95% -$1.87K ﹤0.01% 5012
2024
Q1 		$2K Hold
476
– – ﹤0.01% 4048
2023
Q4 		$3K Buy
+476
New +$2.58K ﹤0.01% 3759
2023
Q2 		– Sell
-36
Closed – – 4503
2023
Q1 		$0 Sell
36
-55
-60% -$386 ﹤0.01% 4384
2022
Q4 		$1K Buy
+91
New +$743 ﹤0.01% 3891

Other funds holding AMPS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AMPS Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Altus Power (AMPS) in Q2 2025, closing a stake of 2,385 shares — an estimated $12K sold.

Carson Wealth (CWM LLC) first reported a position in AMPS in Q4 2022 and held it in 8 quarters. The position peaked at $12K in Q1 2025. 1 fund tracked by Wall St. Rank holds AMPS as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Altus Power position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,385 Altus Power shares in Q2 2025, an estimated $12K.
  • Carson Wealth (CWM LLC) first reported a position in Altus Power in Q4 2022 and held it in 8 quarters.
  • Carson Wealth (CWM LLC)'s Altus Power position peaked at $12K in Q1 2025.
  • 1 fund tracked by Wall St. Rank held Altus Power as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.