Carson Wealth (CWM LLC)
BAMD icon

Carson Wealth (CWM LLC)’s Brookstone Dividend Stock ETF BAMD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BAMD Stock Details BAMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-119
Closed -$3K – 4821
2024
Q2 		$3K Buy
+119
New +$3.42K ﹤0.01% 4035

Other funds holding BAMD

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Brookstone Dividend Stock ETF (BAMD) in Q3 2024, closing a stake of 119 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in BAMD in Q2 2024 and held it in 1 quarter. The position peaked at $3K in Q2 2024. 8 funds tracked by Wall St. Rank hold BAMD as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining Brookstone Dividend Stock ETF position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 119 Brookstone Dividend Stock ETF shares in Q3 2024, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in Brookstone Dividend Stock ETF in Q2 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Brookstone Dividend Stock ETF position peaked at $3K in Q2 2024.
  • 8 funds tracked by Wall St. Rank held Brookstone Dividend Stock ETF as of Q3 2024.

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