Carson Wealth (CWM LLC)
JOET icon

Carson Wealth (CWM LLC)’s Virtus Terranova US Quality Momentum ETF JOET Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JOET Stock Details JOET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-360
Closed -$13K – 5030
2024
Q3 		$13K Buy
+360
New +$12.6K ﹤0.01% 3627

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Osaic Holdings
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Bank of America
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MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Virtus Terranova US Quality Momentum ETF (JOET) in Q4 2024, closing a stake of 360 shares — an estimated $13K sold.

Carson Wealth (CWM LLC) first reported a position in JOET in Q3 2024 and held it in 1 quarter. The position peaked at $13K in Q3 2024. 33 funds tracked by Wall St. Rank hold JOET as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining Virtus Terranova US Quality Momentum ETF position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 360 Virtus Terranova US Quality Momentum ETF shares in Q4 2024, an estimated $13K.
  • Carson Wealth (CWM LLC) first reported a position in Virtus Terranova US Quality Momentum ETF in Q3 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Virtus Terranova US Quality Momentum ETF position peaked at $13K in Q3 2024.
  • 33 funds tracked by Wall St. Rank held Virtus Terranova US Quality Momentum ETF as of Q4 2024.

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