Carson Wealth (CWM LLC)
PBDM

Carson Wealth (CWM LLC)’s Invesco PureBeta FTSE Developed ex-North America ETF PBDM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PBDM Stock Details PBDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,321
Closed -$85K – 4573
2023
Q1 		$85K Buy
3,321
+1,553
+88% +$39.4K ﹤0.01% 1578
2022
Q4 		$43K Hold
1,768
– – ﹤0.01% 1833
2022
Q3 		$36K Hold
1,768
– – ﹤0.01% 1841
2022
Q2 		$41K Hold
1,768
– – ﹤0.01% 1719
2022
Q1 		$48K Buy
+1,768
New +$49K ﹤0.01% 1633

Carson Wealth (CWM LLC)'s PBDM Position: Q2 2023 in Review

Carson Wealth (CWM LLC) sold out of Invesco PureBeta FTSE Developed ex-North America ETF (PBDM) in Q2 2023, closing a stake of 3,321 shares — an estimated $85K sold.

Carson Wealth (CWM LLC) first reported a position in PBDM in Q1 2022 and held it in 5 quarters. The position peaked at $85K in Q1 2023. 0 funds tracked by Wall St. Rank hold PBDM as of Q2 2023.

  • Carson Wealth (CWM LLC) reported no remaining Invesco PureBeta FTSE Developed ex-North America ETF position as of Q2 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3,321 Invesco PureBeta FTSE Developed ex-North America ETF shares in Q2 2023, an estimated $85K.
  • Carson Wealth (CWM LLC) first reported a position in Invesco PureBeta FTSE Developed ex-North America ETF in Q1 2022 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s Invesco PureBeta FTSE Developed ex-North America ETF position peaked at $85K in Q1 2023.
  • 0 funds tracked by Wall St. Rank held Invesco PureBeta FTSE Developed ex-North America ETF as of Q2 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2023, filed 3 Aug 2023.