Carson Wealth (CWM LLC)
LSAF icon

Carson Wealth (CWM LLC)’s LeaderShares AlphaFactor US Core Equity ETF LSAF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LSAF Stock Details LSAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-744
Closed -$24K – 3973
2022
Q1 		$24K Sell
744
-513
-41% -$17K ﹤0.01% 1971
2021
Q4 		$44K Buy
+1,257
New +$42.7K ﹤0.01% 1625
2021
Q2 		$91K Hold
2,786
– – ﹤0.01% 1171
2021
Q1 		$91K Hold
2,786
– – ﹤0.01% 1170
2020
Q4 		$91K Hold
2,786
– – ﹤0.01% 1170
2020
Q3 		$91K Hold
2,786
– – ﹤0.01% 1169
2020
Q2 		$91K Hold
2,786
– – ﹤0.01% 1169
2020
Q1 		$91K Hold
2,786
– – ﹤0.01% 1169
2019
Q4 		$91K Hold
2,786
– – ﹤0.01% 1169
2019
Q3 		$91K Hold
2,786
– – ﹤0.01% 1169
2019
Q2 		$91K Hold
2,786
– – ﹤0.01% 1169
2019
Q1 		$91K Buy
+2,786
New +$64.8K ﹤0.01% 1169

Other funds holding LSAF

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFG
Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LSAF Position: Q2 2022 in Review

Carson Wealth (CWM LLC) sold out of LeaderShares AlphaFactor US Core Equity ETF (LSAF) in Q2 2022, closing a stake of 744 shares — an estimated $24K sold.

Carson Wealth (CWM LLC) first reported a position in LSAF in Q1 2019 and held it in 12 quarters. The position peaked at $91K in Q2 2021. 20 funds tracked by Wall St. Rank hold LSAF as of Q2 2022.

  • Carson Wealth (CWM LLC) reported no remaining LeaderShares AlphaFactor US Core Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 744 LeaderShares AlphaFactor US Core Equity ETF shares in Q2 2022, an estimated $24K.
  • Carson Wealth (CWM LLC) first reported a position in LeaderShares AlphaFactor US Core Equity ETF in Q1 2019 and held it in 12 quarters.
  • Carson Wealth (CWM LLC)'s LeaderShares AlphaFactor US Core Equity ETF position peaked at $91K in Q2 2021.
  • 20 funds tracked by Wall St. Rank held LeaderShares AlphaFactor US Core Equity ETF as of Q2 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2022, filed 28 Jul 2022.