Carson Wealth (CWM LLC)
NUGT icon

Carson Wealth (CWM LLC)’s Direxion Daily Gold Miners Index Bull 2X ETF NUGT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NUGT Stock Details NUGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2
Closed – – 4430
2023
Q2 		$0 Buy
+2
New +$84 ﹤0.01% 4377
2017
Q2 		– Sell
-50
Closed -$9K – 1272
2017
Q1 		$9K Buy
+50
New +$10.1K ﹤0.01% 778

Other funds holding NUGT

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CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $3.37B AUM

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

Carson Wealth (CWM LLC) sold out of Direxion Daily Gold Miners Index Bull 2X ETF (NUGT) in Q3 2023, closing a stake of 2 shares.

Carson Wealth (CWM LLC) first reported a position in NUGT in Q1 2017 and held it in 2 quarters. The position peaked at $9K in Q1 2017. 38 funds tracked by Wall St. Rank hold NUGT as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining Direxion Daily Gold Miners Index Bull 2X ETF position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2 Direxion Daily Gold Miners Index Bull 2X ETF shares in Q3 2023.
  • Carson Wealth (CWM LLC) first reported a position in Direxion Daily Gold Miners Index Bull 2X ETF in Q1 2017 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Direxion Daily Gold Miners Index Bull 2X ETF position peaked at $9K in Q1 2017.
  • 38 funds tracked by Wall St. Rank held Direxion Daily Gold Miners Index Bull 2X ETF as of Q3 2023.

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