Carson Wealth (CWM LLC)
DECW icon

Carson Wealth (CWM LLC)’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DECW Stock Details DECW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11
Closed – – 4392
2023
Q4 		$0 Hold
11
– – ﹤0.01% 4205
2023
Q3 		$0 Hold
11
– – ﹤0.01% 4238
2023
Q2 		$0 Hold
11
– – ﹤0.01% 4219
2023
Q1 		$0 Sell
11
-22
-67% -$552 ﹤0.01% 4104
2022
Q4 		$1K Buy
+33
New +$812 ﹤0.01% 3722

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AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Atria Wealth Solutions
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WG
Wealth Group Raleigh, North Carolina $401M AUM

Carson Wealth (CWM LLC)'s DECW Position: Q1 2024 in Review

Carson Wealth (CWM LLC) sold out of AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) in Q1 2024, closing a stake of 11 shares.

Carson Wealth (CWM LLC) first reported a position in DECW in Q4 2022 and held it in 5 quarters. The position peaked at $1K in Q4 2022. 41 funds tracked by Wall St. Rank hold DECW as of Q1 2024.

  • Carson Wealth (CWM LLC) reported no remaining AllianzIM U.S. Equity Buffer20 Dec ETF position as of Q1 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 11 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q1 2024.
  • Carson Wealth (CWM LLC) first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2022 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $1K in Q4 2022.
  • 41 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q1 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2024, filed 5 Apr 2024.