Carson Wealth (CWM LLC)
EMET

Carson Wealth (CWM LLC)’s VanEck Copper and Electrification Metals ETF EMET Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EMET Stock Details EMET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-94
Closed -$2K – 4277
2023
Q3 		$2K Buy
+94
New +$2.49K ﹤0.01% 3801

Other funds holding EMET

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EMET Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of VanEck Copper and Electrification Metals ETF (EMET) in Q4 2023, closing a stake of 94 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in EMET in Q3 2023 and held it in 1 quarter. The position peaked at $2K in Q3 2023. 14 funds tracked by Wall St. Rank hold EMET as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining VanEck Copper and Electrification Metals ETF position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 94 VanEck Copper and Electrification Metals ETF shares in Q4 2023, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in VanEck Copper and Electrification Metals ETF in Q3 2023 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s VanEck Copper and Electrification Metals ETF position peaked at $2K in Q3 2023.
  • 14 funds tracked by Wall St. Rank held VanEck Copper and Electrification Metals ETF as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.