Carson Wealth (CWM LLC)
CLSM icon

Carson Wealth (CWM LLC)’s Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF CLSM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CLSM Stock Details CLSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-623
Closed -$17K – 3556
2021
Q4 		$17K Buy
+623
New +$16.5K ﹤0.01% 2064

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SWM
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TIM
Tevis Investment Management Plano, Texas $176M AUM 18.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCP
Hexagon Capital Partners Rogers, Arkansas $683M AUM 34.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF (CLSM) in Q1 2022, closing a stake of 623 shares — an estimated $17K sold.

Carson Wealth (CWM LLC) first reported a position in CLSM in Q4 2021 and held it in 1 quarter. The position peaked at $17K in Q4 2021. 8 funds tracked by Wall St. Rank hold CLSM as of Q1 2022.

  • Carson Wealth (CWM LLC) reported no remaining Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF position as of Q1 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 623 Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF shares in Q1 2022, an estimated $17K.
  • Carson Wealth (CWM LLC) first reported a position in Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF in Q4 2021 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF position peaked at $17K in Q4 2021.
  • 8 funds tracked by Wall St. Rank held Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF as of Q1 2022.

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