Carson Wealth (CWM LLC)’s Amplify Emerging Markets FinTech ETF EMFQ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EMFQ Stock Details EMFQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-50	Closed	-$1K	–	4603
2023 Q3	$1K	Hold	50	–	–	﹤0.01%	4123
2023 Q2	$1K	Sell	50 -50	-50%	-$1.05K	﹤0.01%	4117
2023 Q1	$2K	Buy	+100	New	+$2.15K	﹤0.01%	3731

Other funds holding EMFQ

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Amplify Emerging Markets FinTech ETF (EMFQ) in Q4 2023, closing a stake of 50 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in EMFQ in Q1 2023 and held it in 3 quarters. The position peaked at $2K in Q1 2023. 6 funds tracked by Wall St. Rank hold EMFQ as of Q4 2023.

Carson Wealth (CWM LLC) reported no remaining Amplify Emerging Markets FinTech ETF position as of Q4 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 50 Amplify Emerging Markets FinTech ETF shares in Q4 2023, an estimated $1K.
Carson Wealth (CWM LLC) first reported a position in Amplify Emerging Markets FinTech ETF in Q1 2023 and held it in 3 quarters.
Carson Wealth (CWM LLC)'s Amplify Emerging Markets FinTech ETF position peaked at $2K in Q1 2023.
6 funds tracked by Wall St. Rank held Amplify Emerging Markets FinTech ETF as of Q4 2023.

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