Carson Wealth (CWM LLC)
AQWA icon

Carson Wealth (CWM LLC)’s Global X Clean Water ETF AQWA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AQWA Stock Details AQWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-100
Closed -$1K – 4113
2023
Q3 		$1K Hold
100
– – ﹤0.01% 3915
2023
Q2 		$2K Hold
100
– – ﹤0.01% 3745
2023
Q1 		$1K Hold
100
– – ﹤0.01% 3767
2022
Q4 		$1K Hold
100
– – ﹤0.01% 3684
2022
Q3 		$1K Buy
+100
New +$1.39K ﹤0.01% 3594

Other funds holding AQWA

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RCS
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $452M AUM 14.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AQWA Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of Global X Clean Water ETF (AQWA) in Q4 2023, closing a stake of 100 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in AQWA in Q3 2022 and held it in 5 quarters. The position peaked at $2K in Q2 2023. 14 funds tracked by Wall St. Rank hold AQWA as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining Global X Clean Water ETF position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 100 Global X Clean Water ETF shares in Q4 2023, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Global X Clean Water ETF in Q3 2022 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s Global X Clean Water ETF position peaked at $2K in Q2 2023.
  • 14 funds tracked by Wall St. Rank held Global X Clean Water ETF as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.