Carson Wealth (CWM LLC)
MOON

Carson Wealth (CWM LLC)’s Direxion Moonshot Innovators ETF MOON Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MOON Stock Details MOON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-477
Closed -$6K – 4607
2023
Q2 		$6K Hold
477
– – ﹤0.01% 3404
2023
Q1 		$6K Hold
477
– – ﹤0.01% 3251
2022
Q4 		$5K Hold
477
– – ﹤0.01% 3245
2022
Q3 		$6K Sell
477
-99
-17% -$1.49K ﹤0.01% 3021
2022
Q2 		$8K Sell
576
-289
-33% -$4.57K ﹤0.01% 2757
2022
Q1 		$17K Buy
865
+432
+100% +$8.93K ﹤0.01% 2201
2021
Q4 		$12K Buy
+433
New +$13.5K ﹤0.01% 2275
2021
Q2 		$72K Hold
1,979
– – ﹤0.01% 1256
2021
Q1 		$72K Hold
1,979
– – ﹤0.01% 1255
2020
Q4 		$72K Buy
+1,979
New +$59K ﹤0.01% 1255

Other funds holding MOON

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MOON Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of Direxion Moonshot Innovators ETF (MOON) in Q3 2023, closing a stake of 477 shares — an estimated $6K sold.

Carson Wealth (CWM LLC) first reported a position in MOON in Q4 2020 and held it in 10 quarters. The position peaked at $72K in Q2 2021. 24 funds tracked by Wall St. Rank hold MOON as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining Direxion Moonshot Innovators ETF position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 477 Direxion Moonshot Innovators ETF shares in Q3 2023, an estimated $6K.
  • Carson Wealth (CWM LLC) first reported a position in Direxion Moonshot Innovators ETF in Q4 2020 and held it in 10 quarters.
  • Carson Wealth (CWM LLC)'s Direxion Moonshot Innovators ETF position peaked at $72K in Q2 2021.
  • 24 funds tracked by Wall St. Rank held Direxion Moonshot Innovators ETF as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.