Carson Wealth (CWM LLC)
GYLD icon

Carson Wealth (CWM LLC)’s Arrow Dow Jones Global Yield ETF GYLD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GYLD Stock Details GYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-100
Closed -$1K – 4025
2022
Q2 		$1K Buy
+100
New +$1.39K ﹤0.01% 3549

Other funds holding GYLD

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GYLD Position: Q3 2022 in Review

Carson Wealth (CWM LLC) sold out of Arrow Dow Jones Global Yield ETF (GYLD) in Q3 2022, closing a stake of 100 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in GYLD in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 16 funds tracked by Wall St. Rank hold GYLD as of Q3 2022.

  • Carson Wealth (CWM LLC) reported no remaining Arrow Dow Jones Global Yield ETF position as of Q3 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 100 Arrow Dow Jones Global Yield ETF shares in Q3 2022, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Arrow Dow Jones Global Yield ETF in Q2 2022 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Arrow Dow Jones Global Yield ETF position peaked at $1K in Q2 2022.
  • 16 funds tracked by Wall St. Rank held Arrow Dow Jones Global Yield ETF as of Q3 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2022, filed 27 Oct 2022.