Carson Wealth (CWM LLC)
NVBT icon

Carson Wealth (CWM LLC)’s AllianzIM U.S. Equity Buffer10 Nov ETF NVBT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NVBT Stock Details NVBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-340
Closed -$10K – 4826
2024
Q1 		$10K Hold
340
– – ﹤0.01% 3343
2023
Q4 		$10K Hold
340
– – ﹤0.01% 3196
2023
Q3 		$9K Hold
340
– – ﹤0.01% 3197
2023
Q2 		$10K Hold
340
– – ﹤0.01% 3091
2023
Q1 		$9K Hold
340
– – ﹤0.01% 3023
2022
Q4 		$9K Buy
+340
New +$8.61K ﹤0.01% 2870

Other funds holding NVBT

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CPA
Clear Point Advisors Melville, New York $113M AUM 15% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NVBT Position: Q2 2024 in Review

Carson Wealth (CWM LLC) sold out of AllianzIM U.S. Equity Buffer10 Nov ETF (NVBT) in Q2 2024, closing a stake of 340 shares — an estimated $10K sold.

Carson Wealth (CWM LLC) first reported a position in NVBT in Q4 2022 and held it in 6 quarters. The position peaked at $10K in Q1 2024. 11 funds tracked by Wall St. Rank hold NVBT as of Q2 2024.

  • Carson Wealth (CWM LLC) reported no remaining AllianzIM U.S. Equity Buffer10 Nov ETF position as of Q2 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 340 AllianzIM U.S. Equity Buffer10 Nov ETF shares in Q2 2024, an estimated $10K.
  • Carson Wealth (CWM LLC) first reported a position in AllianzIM U.S. Equity Buffer10 Nov ETF in Q4 2022 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s AllianzIM U.S. Equity Buffer10 Nov ETF position peaked at $10K in Q1 2024.
  • 11 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Nov ETF as of Q2 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2024, filed 10 Jul 2024.