Carson Wealth (CWM LLC)
JULT icon

Carson Wealth (CWM LLC)’s AllianzIM U.S. Equity Buffer10 Jul ETF JULT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JULT Stock Details JULT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,600
Closed -$106K – 3691
2021
Q4 		$106K Buy
+3,600
New +$104K ﹤0.01% 1271

Other funds holding JULT

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JULT Position: Q1 2022 in Review

Carson Wealth (CWM LLC) sold out of AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) in Q1 2022, closing a stake of 3,600 shares — an estimated $106K sold.

Carson Wealth (CWM LLC) first reported a position in JULT in Q4 2021 and held it in 1 quarter. The position peaked at $106K in Q4 2021. 12 funds tracked by Wall St. Rank hold JULT as of Q1 2022.

  • Carson Wealth (CWM LLC) reported no remaining AllianzIM U.S. Equity Buffer10 Jul ETF position as of Q1 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3,600 AllianzIM U.S. Equity Buffer10 Jul ETF shares in Q1 2022, an estimated $106K.
  • Carson Wealth (CWM LLC) first reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF in Q4 2021 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s AllianzIM U.S. Equity Buffer10 Jul ETF position peaked at $106K in Q4 2021.
  • 12 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Jul ETF as of Q1 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2022, filed 21 Apr 2022.