Carson Wealth (CWM LLC)’s Franklin Liberty International Opportunities ETF FLIO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-37	Closed	-$1K	–	3437
2018 Q4	$1K	Hold	37	–	–	﹤0.01%	2052
2018 Q3	$1K	Sell	37 -1	-3%	-$28	﹤0.01%	1803
2018 Q2	$1K	Buy	+38	New	+$1.1K	﹤0.01%	1658

Other funds holding FLIO

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FLIO Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of Franklin Liberty International Opportunities ETF (FLIO) in Q1 2019, closing a stake of 37 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in FLIO in Q2 2018 and held it in 3 quarters. The position peaked at $1K in Q4 2018. 4 funds tracked by Wall St. Rank hold FLIO as of Q1 2019.

Carson Wealth (CWM LLC) reported no remaining Franklin Liberty International Opportunities ETF position as of Q1 2019 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 37 Franklin Liberty International Opportunities ETF shares in Q1 2019, an estimated $1K.
Carson Wealth (CWM LLC) first reported a position in Franklin Liberty International Opportunities ETF in Q2 2018 and held it in 3 quarters.
Carson Wealth (CWM LLC)'s Franklin Liberty International Opportunities ETF position peaked at $1K in Q4 2018.
4 funds tracked by Wall St. Rank held Franklin Liberty International Opportunities ETF as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.