Carson Wealth (CWM LLC)
EEMO icon

Carson Wealth (CWM LLC)’s Invesco S&P Emerging Markets Momentum ETF EEMO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EEMO Stock Details EEMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-282
Closed -$4K – 4036
2022
Q3 		$4K Hold
282
– – ﹤0.01% 3159
2022
Q2 		$4K Hold
282
– – ﹤0.01% 3067
2022
Q1 		$5K Hold
282
– – ﹤0.01% 2819
2021
Q4 		$5K Buy
+282
New +$4.99K ﹤0.01% 2710
2021
Q2 		$6K Hold
282
– – ﹤0.01% 2286
2021
Q1 		$6K Hold
282
– – ﹤0.01% 2286
2020
Q4 		$6K Hold
282
– – ﹤0.01% 2286
2020
Q3 		$6K Hold
282
– – ﹤0.01% 2286
2020
Q2 		$6K Hold
282
– – ﹤0.01% 2286
2020
Q1 		$6K Hold
282
– – ﹤0.01% 2286
2019
Q4 		$6K Hold
282
– – ﹤0.01% 2286
2019
Q3 		$6K Hold
282
– – ﹤0.01% 2286
2019
Q2 		$6K Hold
282
– – ﹤0.01% 2286
2019
Q1 		$6K Buy
+282
New +$4.46K ﹤0.01% 2286

Other funds holding EEMO

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Invesco S&P Emerging Markets Momentum ETF (EEMO) in Q4 2022, closing a stake of 282 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in EEMO in Q1 2019 and held it in 14 quarters. The position peaked at $6K in Q2 2021. 12 funds tracked by Wall St. Rank hold EEMO as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining Invesco S&P Emerging Markets Momentum ETF position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 282 Invesco S&P Emerging Markets Momentum ETF shares in Q4 2022, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in Invesco S&P Emerging Markets Momentum ETF in Q1 2019 and held it in 14 quarters.
  • Carson Wealth (CWM LLC)'s Invesco S&P Emerging Markets Momentum ETF position peaked at $6K in Q2 2021.
  • 12 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Momentum ETF as of Q4 2022.

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