Carson Wealth (CWM LLC)’s Brookstone Active ETF BAMA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BAMA Stock Details BAMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-64	Closed	-$2K	–	4819
2024 Q2	$2K	Buy	+64	New	+$1.83K	﹤0.01%	4160

Other funds holding BAMA

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TFGT

TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BAMA Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of Brookstone Active ETF (BAMA) in Q3 2024, closing a stake of 64 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in BAMA in Q2 2024 and held it in 1 quarter. The position peaked at $2K in Q2 2024. 8 funds tracked by Wall St. Rank hold BAMA as of Q3 2024.

Carson Wealth (CWM LLC) reported no remaining Brookstone Active ETF position as of Q3 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 64 Brookstone Active ETF shares in Q3 2024, an estimated $2K.
Carson Wealth (CWM LLC) first reported a position in Brookstone Active ETF in Q2 2024 and held it in 1 quarter.
Carson Wealth (CWM LLC)'s Brookstone Active ETF position peaked at $2K in Q2 2024.
8 funds tracked by Wall St. Rank held Brookstone Active ETF as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.