Carson Wealth (CWM LLC)
BAMO icon

Carson Wealth (CWM LLC)’s Brookstone Opportunities ETF BAMO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BAMO Stock Details BAMO 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 – 4822
2024
Q2 		$2K Buy
+64
New +$1.81K ﹤0.01% 4161

Other funds holding BAMO

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 Miami, Florida $4.75B AUM 41.97% 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 $1.28T AUM 58.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
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 BAMO Position: Q3 2024 in Review

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

Carson Wealth (CWM LLC) first reported a position in BAMO 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 BAMO as of Q3 2024.

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

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