Carson Wealth (CWM LLC)
BEDZ icon

Carson Wealth (CWM LLC)’s AdvisorShares Hotel ETF BEDZ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BEDZ Stock Details BEDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8
Closed – – 4048
2022
Q4 		$0 Buy
+8
New +$182 ﹤0.01% 3969

Other funds holding BEDZ

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BEDZ Position: Q1 2023 in Review

Carson Wealth (CWM LLC) sold out of AdvisorShares Hotel ETF (BEDZ) in Q1 2023, closing a stake of 8 shares.

Carson Wealth (CWM LLC) first reported a position in BEDZ in Q4 2022 and held it in 1 quarter. The position peaked at $0 in Q4 2022. 2 funds tracked by Wall St. Rank hold BEDZ as of Q1 2023.

  • Carson Wealth (CWM LLC) reported no remaining AdvisorShares Hotel ETF position as of Q1 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 8 AdvisorShares Hotel ETF shares in Q1 2023.
  • Carson Wealth (CWM LLC) first reported a position in AdvisorShares Hotel ETF in Q4 2022 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s AdvisorShares Hotel ETF position peaked at $0 in Q4 2022.
  • 2 funds tracked by Wall St. Rank held AdvisorShares Hotel ETF as of Q1 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2023, filed 1 May 2023.