Carson Wealth (CWM LLC)
BAMG icon

Carson Wealth (CWM LLC)’s Brookstone Growth Stock ETF BAMG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BAMG Stock Details BAMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-116
Closed -$4K – 4825
2024
Q2 		$4K Buy
+116
New +$3.46K ﹤0.01% 3929

Other funds holding BAMG

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
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 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 BAMG Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of Brookstone Growth Stock ETF (BAMG) in Q3 2024, closing a stake of 116 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in BAMG in Q2 2024 and held it in 1 quarter. The position peaked at $4K in Q2 2024. 7 funds tracked by Wall St. Rank hold BAMG as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining Brookstone Growth Stock ETF position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 116 Brookstone Growth Stock ETF shares in Q3 2024, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in Brookstone Growth Stock ETF in Q2 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Brookstone Growth Stock ETF position peaked at $4K in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Brookstone Growth Stock ETF as of Q3 2024.

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