Carson Wealth (CWM LLC)’s Global X Funds Global X Dorsey Wright Thematic ETF GXDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-150	Closed	-$7K	–	3922
2021 Q4	$7K	Buy	+150	New	+$7.34K	﹤0.01%	2586
2021 Q2	$8K	Hold	150	–	–	﹤0.01%	2214
2021 Q1	$8K	Hold	150	–	–	﹤0.01%	2213
2020 Q4	$8K	Hold	150	–	–	﹤0.01%	2213
2020 Q3	$8K	Hold	150	–	–	﹤0.01%	2213
2020 Q2	$8K	Hold	150	–	–	﹤0.01%	2212
2020 Q1	$8K	Hold	150	–	–	﹤0.01%	2212
2019 Q4	$8K	Buy	+150	New	+$3.98K	﹤0.01%	2212

Other funds holding GXDW

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GXDW Position: Q1 2022 in Review

Carson Wealth (CWM LLC) sold out of Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) in Q1 2022, closing a stake of 150 shares — an estimated $7K sold.

Carson Wealth (CWM LLC) first reported a position in GXDW in Q4 2019 and held it in 8 quarters. The position peaked at $8K in Q2 2021. 32 funds tracked by Wall St. Rank hold GXDW as of Q1 2022.

Carson Wealth (CWM LLC) reported no remaining Global X Funds Global X Dorsey Wright Thematic ETF position as of Q1 2022 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 150 Global X Funds Global X Dorsey Wright Thematic ETF shares in Q1 2022, an estimated $7K.
Carson Wealth (CWM LLC) first reported a position in Global X Funds Global X Dorsey Wright Thematic ETF in Q4 2019 and held it in 8 quarters.
Carson Wealth (CWM LLC)'s Global X Funds Global X Dorsey Wright Thematic ETF position peaked at $8K in Q2 2021.
32 funds tracked by Wall St. Rank held Global X Funds Global X Dorsey Wright Thematic ETF as of Q1 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2022, filed 21 Apr 2022.