Carson Wealth (CWM LLC)
EQRR icon

Carson Wealth (CWM LLC)’s ProShares Equities for Rising Rates ETF EQRR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EQRR Stock Details EQRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-17
Closed -$1K – 4972
2024
Q3 		$1K Buy
+17
New +$979 ﹤0.01% 4571

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OMC
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IFG
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EQRR Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of ProShares Equities for Rising Rates ETF (EQRR) in Q4 2024, closing a stake of 17 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in EQRR in Q3 2024 and held it in 1 quarter. The position peaked at $1K in Q3 2024. 17 funds tracked by Wall St. Rank hold EQRR as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining ProShares Equities for Rising Rates ETF position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 17 ProShares Equities for Rising Rates ETF shares in Q4 2024, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in ProShares Equities for Rising Rates ETF in Q3 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s ProShares Equities for Rising Rates ETF position peaked at $1K in Q3 2024.
  • 17 funds tracked by Wall St. Rank held ProShares Equities for Rising Rates ETF as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.