Carson Wealth (CWM LLC)
BAMY icon

Carson Wealth (CWM LLC)’s Brookstone Yield ETF BAMY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BAMY Stock Details BAMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-69
Closed -$2K – 4826
2024
Q2 		$2K Buy
+69
New +$1.83K ﹤0.01% 4162

Other funds holding BAMY

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 BAMY Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of Brookstone Yield ETF (BAMY) in Q3 2024, closing a stake of 69 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in BAMY in Q2 2024 and held it in 1 quarter. The position peaked at $2K in Q2 2024. 7 funds tracked by Wall St. Rank hold BAMY as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining Brookstone Yield ETF position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 69 Brookstone Yield ETF shares in Q3 2024, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in Brookstone Yield ETF in Q2 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Brookstone Yield ETF position peaked at $2K in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Brookstone Yield ETF as of Q3 2024.

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