Carson Wealth (CWM LLC)
MINV icon

Carson Wealth (CWM LLC)’s Matthews Asia Innovators Active ETF MINV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MINV Stock Details MINV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-915
Closed -$25K – 5015
2024
Q2 		$25K Hold
915
– – ﹤0.01% 2972
2024
Q1 		$23K Hold
915
– – ﹤0.01% 2800
2023
Q4 		$21K Buy
+915
New +$20.8K ﹤0.01% 2748

Other funds holding MINV

L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.8% 1-Year Est. Return
New Insight Wealth Advisors
New Insight Wealth Advisors San Ramon, California $339M AUM 28.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Matisse Capital
Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return
Sentinel Pension Advisors
Sentinel Pension Advisors Wakefield, Massachusetts $801M AUM 10.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Tidal Investments
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.53% 1-Year Est. Return
HHM Wealth Advisors
HHM Wealth Advisors Chattanooga, Tennessee $1.06B AUM 17.1% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MINV Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of Matthews Asia Innovators Active ETF (MINV) in Q3 2024, closing a stake of 915 shares — an estimated $25K sold.

Carson Wealth (CWM LLC) first reported a position in MINV in Q4 2023 and held it in 3 quarters. The position peaked at $25K in Q2 2024. 12 funds tracked by Wall St. Rank hold MINV as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining Matthews Asia Innovators Active ETF position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 915 Matthews Asia Innovators Active ETF shares in Q3 2024, an estimated $25K.
  • Carson Wealth (CWM LLC) first reported a position in Matthews Asia Innovators Active ETF in Q4 2023 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Matthews Asia Innovators Active ETF position peaked at $25K in Q2 2024.
  • 12 funds tracked by Wall St. Rank held Matthews Asia Innovators Active ETF as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.