Carson Wealth (CWM LLC)
MSTB icon

Carson Wealth (CWM LLC)’s LHA Market State Tactical Beta ETF MSTB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MSTB Stock Details MSTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-195
Closed -$7K – 5064
2024
Q3 		$7K Buy
+195
New +$6.46K ﹤0.01% 3953

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ACM
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $478M AUM 50.95% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MSTB Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of LHA Market State Tactical Beta ETF (MSTB) in Q4 2024, closing a stake of 195 shares — an estimated $7K sold.

Carson Wealth (CWM LLC) first reported a position in MSTB in Q3 2024 and held it in 1 quarter. The position peaked at $7K in Q3 2024. 17 funds tracked by Wall St. Rank hold MSTB as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining LHA Market State Tactical Beta ETF position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 195 LHA Market State Tactical Beta ETF shares in Q4 2024, an estimated $7K.
  • Carson Wealth (CWM LLC) first reported a position in LHA Market State Tactical Beta ETF in Q3 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s LHA Market State Tactical Beta ETF position peaked at $7K in Q3 2024.
  • 17 funds tracked by Wall St. Rank held LHA Market State Tactical Beta ETF as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.