Carson Wealth (CWM LLC)
DJIA icon

Carson Wealth (CWM LLC)’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DJIA Stock Details DJIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-80
Closed -$2K – 4020
2022
Q3 		$2K Buy
+80
New +$1.8K ﹤0.01% 3439

Other funds holding DJIA

T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
MA
MAS Advisors Miami, Florida $63.2M AUM 9.63% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DJIA Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of Global X Dow 30 Covered Call ETF (DJIA) in Q4 2022, closing a stake of 80 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in DJIA in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 19 funds tracked by Wall St. Rank hold DJIA as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining Global X Dow 30 Covered Call ETF position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 80 Global X Dow 30 Covered Call ETF shares in Q4 2022, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in Global X Dow 30 Covered Call ETF in Q3 2022 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Global X Dow 30 Covered Call ETF position peaked at $2K in Q3 2022.
  • 19 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q4 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.