Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Global X Guru Index ETF GURU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GURU Stock Details GURU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3
Closed – – 4294
2023
Q1 		$0 Hold
3
– – ﹤0.01% 4166
2022
Q4 		$0 Hold
3
– – ﹤0.01% 4085
2022
Q3 		$0 Hold
3
– – ﹤0.01% 4024
2022
Q2 		$0 Hold
3
– – ﹤0.01% 3917
2022
Q1 		$0 Hold
3
– – ﹤0.01% 3648
2021
Q4 		$0 Buy
+3
New +$146 ﹤0.01% 3550

Other funds holding GURU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GURU Position: Q2 2023 in Review

Carson Wealth (CWM LLC) sold out of Global X Guru Index ETF (GURU) in Q2 2023, closing a stake of 3 shares.

Carson Wealth (CWM LLC) first reported a position in GURU in Q4 2021 and held it in 6 quarters. The position peaked at $0 in Q1 2023. 15 funds tracked by Wall St. Rank hold GURU as of Q2 2023.

  • Carson Wealth (CWM LLC) reported no remaining Global X Guru Index ETF position as of Q2 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3 Global X Guru Index ETF shares in Q2 2023.
  • Carson Wealth (CWM LLC) first reported a position in Global X Guru Index ETF in Q4 2021 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s Global X Guru Index ETF position peaked at $0 in Q1 2023.
  • 15 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q2 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2023, filed 3 Aug 2023.