Carson Wealth (CWM LLC)
JULW icon

Carson Wealth (CWM LLC)’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JULW Stock Details JULW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-54
Closed -$1K – 4201
2022
Q4 		$1K Buy
+54
New +$1.44K ﹤0.01% 3772

Other funds holding JULW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JULW Position: Q1 2023 in Review

Carson Wealth (CWM LLC) sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q1 2023, closing a stake of 54 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in JULW in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 39 funds tracked by Wall St. Rank hold JULW as of Q1 2023.

  • Carson Wealth (CWM LLC) reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q1 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 54 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q1 2023, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q4 2022 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $1K in Q4 2022.
  • 39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q1 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2023, filed 1 May 2023.