Carson Wealth (CWM LLC)
BYOB

Carson Wealth (CWM LLC)’s Tidal ETF Trust SoFi Be Your Own Boss ETF BYOB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BYOB Stock Details BYOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-175
Closed -$4K – 4171
2022
Q1 		$4K Hold
175
– – ﹤0.01% 2982
2021
Q4 		$5K Buy
+175
New +$5.9K ﹤0.01% 2778
2021
Q2 		$7K Hold
175
– – ﹤0.01% 2269
2021
Q1 		$7K Hold
175
– – ﹤0.01% 2269
2020
Q4 		$7K Hold
175
– – ﹤0.01% 2268
2020
Q3 		$7K Hold
175
– – ﹤0.01% 2266
2020
Q2 		$7K Hold
175
– – ﹤0.01% 2265
2020
Q1 		$7K Hold
175
– – ﹤0.01% 2265
2019
Q4 		$7K Hold
175
– – ﹤0.01% 2265
2019
Q3 		$7K Hold
175
– – ﹤0.01% 2264
2019
Q2 		$7K Buy
+175
New +$3.38K ﹤0.01% 2264

Other funds holding BYOB

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BYOB Position: Q2 2022 in Review

Carson Wealth (CWM LLC) sold out of Tidal ETF Trust SoFi Be Your Own Boss ETF (BYOB) in Q2 2022, closing a stake of 175 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in BYOB in Q2 2019 and held it in 11 quarters. The position peaked at $7K in Q2 2021. 9 funds tracked by Wall St. Rank hold BYOB as of Q2 2022.

  • Carson Wealth (CWM LLC) reported no remaining Tidal ETF Trust SoFi Be Your Own Boss ETF position as of Q2 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 175 Tidal ETF Trust SoFi Be Your Own Boss ETF shares in Q2 2022, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in Tidal ETF Trust SoFi Be Your Own Boss ETF in Q2 2019 and held it in 11 quarters.
  • Carson Wealth (CWM LLC)'s Tidal ETF Trust SoFi Be Your Own Boss ETF position peaked at $7K in Q2 2021.
  • 9 funds tracked by Wall St. Rank held Tidal ETF Trust SoFi Be Your Own Boss ETF as of Q2 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2022, filed 28 Jul 2022.