Carson Wealth (CWM LLC)’s Aberdeen Multi-Market Income Fund MMT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,569	Closed	-$7K	–	5433
2025 Q2	$7K	Hold	1,569	–	–	﹤0.01%	4470
2025 Q1	$7K	Hold	1,569	–	–	﹤0.01%	4299
2024 Q4	$7K	Hold	1,569	–	–	﹤0.01%	4060
2024 Q3	$8K	Buy	+1,569	New	+$7.47K	﹤0.01%	3893
2019 Q1	–	Sell	-4,733	Closed	-$24K	–	3154
2018 Q4	$24K	Buy	+4,733	New	+$25.1K	﹤0.01%	1082

Other funds holding MMT

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MMT Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Aberdeen Multi-Market Income Fund (MMT) in Q3 2025, closing a stake of 1,569 shares — an estimated $7K sold.

Carson Wealth (CWM LLC) first reported a position in MMT in Q4 2018 and held it in 5 quarters. The position peaked at $24K in Q4 2018. 78 funds tracked by Wall St. Rank hold MMT as of Q3 2025.

Carson Wealth (CWM LLC) reported no remaining Aberdeen Multi-Market Income Fund position as of Q3 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 1,569 Aberdeen Multi-Market Income Fund shares in Q3 2025, an estimated $7K.
Carson Wealth (CWM LLC) first reported a position in Aberdeen Multi-Market Income Fund in Q4 2018 and held it in 5 quarters.
Carson Wealth (CWM LLC)'s Aberdeen Multi-Market Income Fund position peaked at $24K in Q4 2018.
78 funds tracked by Wall St. Rank held Aberdeen Multi-Market Income Fund as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.