Carson Wealth (CWM LLC)
BGT icon

Carson Wealth (CWM LLC)’s BlackRock Floating Rate Income Trust BGT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BGT Stock Details BGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-297
Closed -$4K – 5054
2024
Q4 		$4K Buy
+297
New +$3.87K ﹤0.01% 4274
2019
Q1 		– Sell
-15,659
Closed -$181K – 2948
2018
Q4 		$181K Buy
+15,659
New +$196K ﹤0.01% 620

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
GL
Graypoint LLC Albany, New York $1.78B AUM 16.72% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BGT Position: Q1 2025 in Review

Carson Wealth (CWM LLC) sold out of BlackRock Floating Rate Income Trust (BGT) in Q1 2025, closing a stake of 297 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in BGT in Q4 2018 and held it in 2 quarters. The position peaked at $181K in Q4 2018. 62 funds tracked by Wall St. Rank hold BGT as of Q1 2025.

  • Carson Wealth (CWM LLC) reported no remaining BlackRock Floating Rate Income Trust position as of Q1 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 297 BlackRock Floating Rate Income Trust shares in Q1 2025, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in BlackRock Floating Rate Income Trust in Q4 2018 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s BlackRock Floating Rate Income Trust position peaked at $181K in Q4 2018.
  • 62 funds tracked by Wall St. Rank held BlackRock Floating Rate Income Trust as of Q1 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.