Carson Wealth (CWM LLC)
DMA

Carson Wealth (CWM LLC)’s Destra Multi-Alternative Fund DMA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DMA Stock Details DMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-430
Closed -$3K – 4108
2022
Q4 		$3K Hold
430
– – ﹤0.01% 3396
2022
Q3 		$3K Hold
430
– – ﹤0.01% 3284
2022
Q2 		$3K Buy
+430
New +$3.47K ﹤0.01% 3180

Other funds holding DMA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DMA Position: Q1 2023 in Review

Carson Wealth (CWM LLC) sold out of Destra Multi-Alternative Fund (DMA) in Q1 2023, closing a stake of 430 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in DMA in Q2 2022 and held it in 3 quarters. The position peaked at $3K in Q4 2022. 13 funds tracked by Wall St. Rank hold DMA as of Q1 2023.

  • Carson Wealth (CWM LLC) reported no remaining Destra Multi-Alternative Fund position as of Q1 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 430 Destra Multi-Alternative Fund shares in Q1 2023, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in Destra Multi-Alternative Fund in Q2 2022 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Destra Multi-Alternative Fund position peaked at $3K in Q4 2022.
  • 13 funds tracked by Wall St. Rank held Destra Multi-Alternative Fund as of Q1 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2023, filed 1 May 2023.