Carson Wealth (CWM LLC)
ERC

Carson Wealth (CWM LLC)’s Allspring Multi-Sector Income Fund ERC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ERC Stock Details ERC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-9
Closed – – 4131
2022
Q4 		$0 Hold
9
– – ﹤0.01% 4040
2022
Q3 		$0 Hold
9
– – ﹤0.01% 3981
2022
Q2 		$0 Buy
+9
New +$87 ﹤0.01% 3874
2019
Q1 		– Sell
-118,397
Closed -$1.31M – 3018
2018
Q4 		$1.31M Buy
+118,397
New +$1.37M 0.03% 332

Other funds holding ERC

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Allspring Multi-Sector Income Fund (ERC) in Q1 2023, closing a stake of 9 shares.

Carson Wealth (CWM LLC) first reported a position in ERC in Q4 2018 and held it in 4 quarters. The position peaked at $1.31M in Q4 2018. 57 funds tracked by Wall St. Rank hold ERC as of Q1 2023.

  • Carson Wealth (CWM LLC) reported no remaining Allspring Multi-Sector Income Fund position as of Q1 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 9 Allspring Multi-Sector Income Fund shares in Q1 2023.
  • Carson Wealth (CWM LLC) first reported a position in Allspring Multi-Sector Income Fund in Q4 2018 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s Allspring Multi-Sector Income Fund position peaked at $1.31M in Q4 2018.
  • 57 funds tracked by Wall St. Rank held Allspring Multi-Sector Income Fund as of Q1 2023.

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