Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Brookstone Intermediate Bond ETF BAMB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BAMB Stock Details BAMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-134
Closed -$3K – 4820
2024
Q2 		$3K Buy
+134
New +$3.43K ﹤0.01% 4034

Other funds holding BAMB

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $659M AUM 18.25% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Brookstone Intermediate Bond ETF (BAMB) in Q3 2024, closing a stake of 134 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in BAMB in Q2 2024 and held it in 1 quarter. The position peaked at $3K in Q2 2024. 9 funds tracked by Wall St. Rank hold BAMB as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining Brookstone Intermediate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 134 Brookstone Intermediate Bond ETF shares in Q3 2024, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in Brookstone Intermediate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Brookstone Intermediate Bond ETF position peaked at $3K in Q2 2024.
  • 9 funds tracked by Wall St. Rank held Brookstone Intermediate Bond ETF as of Q3 2024.

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