Carson Wealth (CWM LLC)
COMB icon

Carson Wealth (CWM LLC)’s GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF COMB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio COMB Stock Details COMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1
Closed – – 4202
2023
Q1 		$0 Hold
1
– – ﹤0.01% 4085
2022
Q4 		$0 Buy
+1
New +$29 ﹤0.01% 3999
2019
Q1 		– Sell
-408
Closed -$9K – 2980
2018
Q4 		$9K Buy
+408
New +$10.2K ﹤0.01% 1359

Other funds holding COMB

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AFS
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IC
Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return

Carson Wealth (CWM LLC)'s COMB Position: Q2 2023 in Review

Carson Wealth (CWM LLC) sold out of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) in Q2 2023, closing a stake of 1 share.

Carson Wealth (CWM LLC) first reported a position in COMB in Q4 2018 and held it in 3 quarters. The position peaked at $9K in Q4 2018. 50 funds tracked by Wall St. Rank hold COMB as of Q2 2023.

  • Carson Wealth (CWM LLC) reported no remaining GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position as of Q2 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1 GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF share in Q2 2023.
  • Carson Wealth (CWM LLC) first reported a position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF in Q4 2018 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF position peaked at $9K in Q4 2018.
  • 50 funds tracked by Wall St. Rank held GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF as of Q2 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2023, filed 3 Aug 2023.