Carson Wealth (CWM LLC)’s CapForce IBD 50 ETF FFTY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$4K	Hold	80	–	–	﹤0.01%	2428
2021 Q1	$4K	Hold	80	–	–	﹤0.01%	2428
2020 Q4	$4K	Hold	80	–	–	﹤0.01%	2427
2020 Q3	$4K	Hold	80	–	–	﹤0.01%	2427
2020 Q2	$4K	Hold	80	–	–	﹤0.01%	2427
2020 Q1	$4K	Hold	80	–	–	﹤0.01%	2427
2019 Q4	$4K	Hold	80	–	–	﹤0.01%	2426
2019 Q3	$4K	Hold	80	–	–	﹤0.01%	2426
2019 Q2	$4K	Hold	80	–	–	﹤0.01%	2426
2019 Q1	$4K	Sell	80 -1,547	-95%	-$48.7K	﹤0.01%	2426
2018 Q4	$45K	Buy	+1,627	New	+$50.5K	﹤0.01%	901

Other funds holding FFTY

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FFTY Position: Q2 2021 in Review

Carson Wealth (CWM LLC) held its CapForce IBD 50 ETF (FFTY) position steady in Q2 2021 at 80 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #2428.

Carson Wealth (CWM LLC) first reported a position in FFTY in Q4 2018 and has held it in 11 quarters since. The position peaked at $45K in Q4 2018. 68 funds tracked by Wall St. Rank hold FFTY as of Q2 2021.

Carson Wealth (CWM LLC) held 80 shares of CapForce IBD 50 ETF worth $4K as of Q2 2021.
Carson Wealth (CWM LLC) left its CapForce IBD 50 ETF share count unchanged in Q2 2021.
CapForce IBD 50 ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q2 2021, its #2428 holding.
Carson Wealth (CWM LLC) first reported a position in CapForce IBD 50 ETF in Q4 2018 and has held it in 11 quarters since.
Carson Wealth (CWM LLC)'s CapForce IBD 50 ETF position peaked at $45K in Q4 2018.
68 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q2 2021.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2021, filed 29 Jul 2021.