Carson Wealth (CWM LLC)
CLSA

Carson Wealth (CWM LLC)’s Cabana Target Leading Sector Aggressive ETF CLSA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CLSA Stock Details CLSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5,872
Closed -$159K – 3964
2021
Q4 		$159K Buy
+5,872
New +$155K ﹤0.01% 1119

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OPS
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Envestnet Asset Management
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TIM
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SWM
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Jane Street
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
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Carson Wealth (CWM LLC)'s CLSA Position: Q1 2022 in Review

Carson Wealth (CWM LLC) sold out of Cabana Target Leading Sector Aggressive ETF (CLSA) in Q1 2022, closing a stake of 5,872 shares — an estimated $159K sold.

Carson Wealth (CWM LLC) first reported a position in CLSA in Q4 2021 and held it in 1 quarter. The position peaked at $159K in Q4 2021. 12 funds tracked by Wall St. Rank hold CLSA as of Q1 2022.

  • Carson Wealth (CWM LLC) reported no remaining Cabana Target Leading Sector Aggressive ETF position as of Q1 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 5,872 Cabana Target Leading Sector Aggressive ETF shares in Q1 2022, an estimated $159K.
  • Carson Wealth (CWM LLC) first reported a position in Cabana Target Leading Sector Aggressive ETF in Q4 2021 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Cabana Target Leading Sector Aggressive ETF position peaked at $159K in Q4 2021.
  • 12 funds tracked by Wall St. Rank held Cabana Target Leading Sector Aggressive ETF as of Q1 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2022, filed 21 Apr 2022.