Carson Wealth (CWM LLC)
HDG icon

Carson Wealth (CWM LLC)’s ProShares Hedge Replication ETF HDG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HDG Stock Details HDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-113
Closed -$6K – 3920
2022
Q1 		$6K Buy
+113
New +$5.64K ﹤0.01% 2750

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Jane Street
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Ameriprise
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LWAC
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FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
CIC
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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HDG Position: Q2 2022 in Review

Carson Wealth (CWM LLC) sold out of ProShares Hedge Replication ETF (HDG) in Q2 2022, closing a stake of 113 shares — an estimated $6K sold.

Carson Wealth (CWM LLC) first reported a position in HDG in Q1 2022 and held it in 1 quarter. The position peaked at $6K in Q1 2022. 14 funds tracked by Wall St. Rank hold HDG as of Q2 2022.

  • Carson Wealth (CWM LLC) reported no remaining ProShares Hedge Replication ETF position as of Q2 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 113 ProShares Hedge Replication ETF shares in Q2 2022, an estimated $6K.
  • Carson Wealth (CWM LLC) first reported a position in ProShares Hedge Replication ETF in Q1 2022 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s ProShares Hedge Replication ETF position peaked at $6K in Q1 2022.
  • 14 funds tracked by Wall St. Rank held ProShares Hedge Replication ETF as of Q2 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2022, filed 28 Jul 2022.