Carson Wealth (CWM LLC)
CIK icon

Carson Wealth (CWM LLC)’s UBS Asset Management Income Fund, Inc. CIK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CIK Stock Details CIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-231
Closed -$1K – 3940
2022
Q2 		$1K Buy
+231
New +$655 ﹤0.01% 3506

Other funds holding CIK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
ICM
IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CIK Position: Q3 2022 in Review

Carson Wealth (CWM LLC) sold out of UBS Asset Management Income Fund, Inc. (CIK) in Q3 2022, closing a stake of 231 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in CIK in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 39 funds tracked by Wall St. Rank hold CIK as of Q3 2022.

  • Carson Wealth (CWM LLC) reported no remaining UBS Asset Management Income Fund, Inc. position as of Q3 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 231 UBS Asset Management Income Fund, Inc. shares in Q3 2022, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in UBS Asset Management Income Fund, Inc. in Q2 2022 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s UBS Asset Management Income Fund, Inc. position peaked at $1K in Q2 2022.
  • 39 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q3 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2022, filed 27 Oct 2022.