Carson Wealth (CWM LLC)
OCTW icon

Carson Wealth (CWM LLC)’s AllianzIM U.S. Equity Buffer20 Oct ETF OCTW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OCTW Stock Details OCTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-190
Closed -$5K – 4166
2022
Q3 		$5K Hold
190
– – ﹤0.01% 3085
2022
Q2 		$5K Sell
190
-360
-65% -$9.6K ﹤0.01% 2996
2022
Q1 		$15K Hold
550
– – ﹤0.01% 2258
2021
Q4 		$15K Buy
+550
New +$15.1K ﹤0.01% 2143

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Carson Wealth (CWM LLC)'s OCTW Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Q4 2022, closing a stake of 190 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in OCTW in Q4 2021 and held it in 4 quarters. The position peaked at $15K in Q1 2022. 33 funds tracked by Wall St. Rank hold OCTW as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining AllianzIM U.S. Equity Buffer20 Oct ETF position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 190 AllianzIM U.S. Equity Buffer20 Oct ETF shares in Q4 2022, an estimated $5K.
  • Carson Wealth (CWM LLC) first reported a position in AllianzIM U.S. Equity Buffer20 Oct ETF in Q4 2021 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s AllianzIM U.S. Equity Buffer20 Oct ETF position peaked at $15K in Q1 2022.
  • 33 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Oct ETF as of Q4 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.