Carson Wealth (CWM LLC)
LFEQ icon

Carson Wealth (CWM LLC)’s VanEck Long/Flat Trend ETF LFEQ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LFEQ Stock Details LFEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-200
Closed -$5K – 3138
2018
Q4 		$5K Hold
200
– – ﹤0.01% 1528
2018
Q3 		$6K Buy
+200
New +$5.54K ﹤0.01% 1292

Other funds holding LFEQ

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SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LFEQ Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of VanEck Long/Flat Trend ETF (LFEQ) in Q1 2019, closing a stake of 200 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in LFEQ in Q3 2018 and held it in 2 quarters. The position peaked at $6K in Q3 2018. 17 funds tracked by Wall St. Rank hold LFEQ as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining VanEck Long/Flat Trend ETF position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 200 VanEck Long/Flat Trend ETF shares in Q1 2019, an estimated $5K.
  • Carson Wealth (CWM LLC) first reported a position in VanEck Long/Flat Trend ETF in Q3 2018 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s VanEck Long/Flat Trend ETF position peaked at $6K in Q3 2018.
  • 17 funds tracked by Wall St. Rank held VanEck Long/Flat Trend ETF as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.