Carson Wealth (CWM LLC)
OILK icon

Carson Wealth (CWM LLC)’s ProShares K-1 Free Crude Oil Strategy ETF OILK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OILK Stock Details OILK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-367
Closed -$16K – 5083
2024
Q3 		$16K Hold
367
– – ﹤0.01% 3515
2024
Q2 		$18K Buy
+367
New +$17.4K ﹤0.01% 3187

Other funds holding OILK

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FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of ProShares K-1 Free Crude Oil Strategy ETF (OILK) in Q4 2024, closing a stake of 367 shares — an estimated $16K sold.

Carson Wealth (CWM LLC) first reported a position in OILK in Q2 2024 and held it in 2 quarters. The position peaked at $18K in Q2 2024. 33 funds tracked by Wall St. Rank hold OILK as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining ProShares K-1 Free Crude Oil Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 367 ProShares K-1 Free Crude Oil Strategy ETF shares in Q4 2024, an estimated $16K.
  • Carson Wealth (CWM LLC) first reported a position in ProShares K-1 Free Crude Oil Strategy ETF in Q2 2024 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s ProShares K-1 Free Crude Oil Strategy ETF position peaked at $18K in Q2 2024.
  • 33 funds tracked by Wall St. Rank held ProShares K-1 Free Crude Oil Strategy ETF as of Q4 2024.

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