Carson Wealth (CWM LLC)
INQQ icon

Carson Wealth (CWM LLC)’s India Internet & Ecommerce ETF INQQ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio INQQ Stock Details INQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-902
Closed -$15K – 5024
2024
Q3 		$15K Hold
902
– – ﹤0.01% 3544
2024
Q2 		$14K Hold
902
– – ﹤0.01% 3345
2024
Q1 		$13K Hold
902
– – ﹤0.01% 3181
2023
Q4 		$12K Hold
902
– – ﹤0.01% 3083
2023
Q3 		$11K Buy
+902
New +$11.3K ﹤0.01% 3083

Other funds holding INQQ

GSF
Grove Street Fiduciary Peterborough, New Hampshire $227M AUM 9.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of India Internet & Ecommerce ETF (INQQ) in Q4 2024, closing a stake of 902 shares — an estimated $15K sold.

Carson Wealth (CWM LLC) first reported a position in INQQ in Q3 2023 and held it in 5 quarters. The position peaked at $15K in Q3 2024. 27 funds tracked by Wall St. Rank hold INQQ as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining India Internet & Ecommerce ETF position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 902 India Internet & Ecommerce ETF shares in Q4 2024, an estimated $15K.
  • Carson Wealth (CWM LLC) first reported a position in India Internet & Ecommerce ETF in Q3 2023 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s India Internet & Ecommerce ETF position peaked at $15K in Q3 2024.
  • 27 funds tracked by Wall St. Rank held India Internet & Ecommerce ETF as of Q4 2024.

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