Carson Wealth (CWM LLC)
HQH

Carson Wealth (CWM LLC)’s abrdn Healthcare Investors HQH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HQH Stock Details HQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.22K Buy
+125
New +$2.36K ﹤0.01% 5249
2025
Q3 		– Sell
-310
Closed -$5K – 5390
2025
Q2 		$5K Hold
310
– – ﹤0.01% 4614
2025
Q1 		$5K Hold
310
– – ﹤0.01% 4454
2024
Q4 		$5K Hold
310
– – ﹤0.01% 4205
2024
Q3 		$6K Hold
310
– – ﹤0.01% 4005
2024
Q2 		$5K Buy
+310
New +$5.18K ﹤0.01% 3870
2023
Q4 		– Sell
-2
Closed – – 4298
2023
Q3 		$0 Sell
2
-797
-100% -$13.3K ﹤0.01% 4315
2023
Q2 		$14K Buy
+799
New +$13.9K ﹤0.01% 2867

Other funds holding HQH

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PCM
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AAM
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LPL Financial
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $395M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return