Carson Wealth (CWM LLC)’s LeaderShares AlphaFactor Tactical Focused ETF LSAT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LSAT Stock Details LSAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-441	Closed	-$15K	–	3974
2022 Q1	$15K	Hold	441	–	–	﹤0.01%	2253
2021 Q4	$16K	Buy	+441	New	+$15.8K	﹤0.01%	2110
2021 Q2	$66K	Hold	1,898	–	–	﹤0.01%	1289
2021 Q1	$66K	Hold	1,898	–	–	﹤0.01%	1289
2020 Q4	$66K	Buy	+1,898	New	+$52.4K	﹤0.01%	1289

Other funds holding LSAT

RIM

Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return

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 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 $21.3B AUM 22.13% 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 $2.7B AUM 23.82% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of LeaderShares AlphaFactor Tactical Focused ETF (LSAT) in Q2 2022, closing a stake of 441 shares — an estimated $15K sold.

Carson Wealth (CWM LLC) first reported a position in LSAT in Q4 2020 and held it in 5 quarters. The position peaked at $66K in Q2 2021. 18 funds tracked by Wall St. Rank hold LSAT as of Q2 2022.

Carson Wealth (CWM LLC) reported no remaining LeaderShares AlphaFactor Tactical Focused ETF position as of Q2 2022 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 441 LeaderShares AlphaFactor Tactical Focused ETF shares in Q2 2022, an estimated $15K.
Carson Wealth (CWM LLC) first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q4 2020 and held it in 5 quarters.
Carson Wealth (CWM LLC)'s LeaderShares AlphaFactor Tactical Focused ETF position peaked at $66K in Q2 2021.
18 funds tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q2 2022.

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