Carson Wealth (CWM LLC)
CLSC

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

Carson Wealth (CWM LLC)’s Portfolio CLSC Stock Details CLSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-450
Closed -$11K – 3965
2021
Q4 		$11K Buy
+450
New +$11.4K ﹤0.01% 2328

Other funds holding CLSC

FIA
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GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIM
Tevis Investment Management Plano, Texas $176M AUM 18.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CLSC Position: Q1 2022 in Review

Carson Wealth (CWM LLC) sold out of Cabana Target Leading Sector Conservative ETF (CLSC) in Q1 2022, closing a stake of 450 shares — an estimated $11K sold.

Carson Wealth (CWM LLC) first reported a position in CLSC in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 7 funds tracked by Wall St. Rank hold CLSC as of Q1 2022.

  • Carson Wealth (CWM LLC) reported no remaining Cabana Target Leading Sector Conservative ETF position as of Q1 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 450 Cabana Target Leading Sector Conservative ETF shares in Q1 2022, an estimated $11K.
  • Carson Wealth (CWM LLC) first reported a position in Cabana Target Leading Sector Conservative ETF in Q4 2021 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Cabana Target Leading Sector Conservative ETF position peaked at $11K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Cabana Target Leading Sector Conservative ETF as of Q1 2022.

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