Carson Wealth (CWM LLC)
IBBQ icon

Carson Wealth (CWM LLC)’s Invesco NASDAQ Biotechnology ETF IBBQ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBBQ Stock Details IBBQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-51
Closed -$1K – 5015
2024
Q3 		$1K Buy
+51
New +$1.22K ﹤0.01% 4602

Other funds holding IBBQ

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IBBQ Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of Invesco NASDAQ Biotechnology ETF (IBBQ) in Q4 2024, closing a stake of 51 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in IBBQ in Q3 2024 and held it in 1 quarter. The position peaked at $1K in Q3 2024. 21 funds tracked by Wall St. Rank hold IBBQ as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining Invesco NASDAQ Biotechnology ETF position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 51 Invesco NASDAQ Biotechnology ETF shares in Q4 2024, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Invesco NASDAQ Biotechnology ETF in Q3 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Invesco NASDAQ Biotechnology ETF position peaked at $1K in Q3 2024.
  • 21 funds tracked by Wall St. Rank held Invesco NASDAQ Biotechnology ETF as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.