Carson Wealth (CWM LLC)
DECZ icon

Carson Wealth (CWM LLC)’s TrueShares Structured Outcome December ETF DECZ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DECZ Stock Details DECZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11
Closed – – 5147
2025
Q1 		$0 Hold
11
– – ﹤0.01% 5081
2024
Q4 		$0 Hold
11
– – ﹤0.01% 4950
2024
Q3 		$0 Hold
11
– – ﹤0.01% 4882
2024
Q2 		$0 Buy
+11
New +$378 ﹤0.01% 4650

Other funds holding DECZ

TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DECZ Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of TrueShares Structured Outcome December ETF (DECZ) in Q2 2025, closing a stake of 11 shares.

Carson Wealth (CWM LLC) first reported a position in DECZ in Q2 2024 and held it in 4 quarters. The position peaked at $0 in Q1 2025. 15 funds tracked by Wall St. Rank hold DECZ as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining TrueShares Structured Outcome December ETF position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 11 TrueShares Structured Outcome December ETF shares in Q2 2025.
  • Carson Wealth (CWM LLC) first reported a position in TrueShares Structured Outcome December ETF in Q2 2024 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s TrueShares Structured Outcome December ETF position peaked at $0 in Q1 2025.
  • 15 funds tracked by Wall St. Rank held TrueShares Structured Outcome December ETF as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.