Carson Wealth (CWM LLC)
HJEN

Carson Wealth (CWM LLC)’s Direxion Hydrogen ETF HJEN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HJEN Stock Details HJEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-418
Closed -$6K – 4606
2023
Q2 		$6K Hold
418
– – ﹤0.01% 3403
2023
Q1 		$6K Hold
418
– – ﹤0.01% 3250
2022
Q4 		$6K Hold
418
– – ﹤0.01% 3127
2022
Q3 		$6K Hold
418
– – ﹤0.01% 3020
2022
Q2 		$6K Hold
418
– – ﹤0.01% 2934
2022
Q1 		$8K Buy
+418
New +$7.76K ﹤0.01% 2655

Other funds holding HJEN

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HJEN Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of Direxion Hydrogen ETF (HJEN) in Q3 2023, closing a stake of 418 shares — an estimated $6K sold.

Carson Wealth (CWM LLC) first reported a position in HJEN in Q1 2022 and held it in 6 quarters. The position peaked at $8K in Q1 2022. 19 funds tracked by Wall St. Rank hold HJEN as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining Direxion Hydrogen ETF position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 418 Direxion Hydrogen ETF shares in Q3 2023, an estimated $6K.
  • Carson Wealth (CWM LLC) first reported a position in Direxion Hydrogen ETF in Q1 2022 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s Direxion Hydrogen ETF position peaked at $8K in Q1 2022.
  • 19 funds tracked by Wall St. Rank held Direxion Hydrogen ETF as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.