Carson Wealth (CWM LLC)
QQQN

Carson Wealth (CWM LLC)’s VictoryShares Nasdaq Next 50 ETF QQQN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QQQN Stock Details QQQN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-500
Closed -$13K – 4515
2023
Q1 		$13K Sell
500
-438
-47% -$11.2K ﹤0.01% 2824
2022
Q4 		$23K Buy
+938
New +$22.6K ﹤0.01% 2278

Other funds holding QQQN

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of VictoryShares Nasdaq Next 50 ETF (QQQN) in Q2 2023, closing a stake of 500 shares — an estimated $13K sold.

Carson Wealth (CWM LLC) first reported a position in QQQN in Q4 2022 and held it in 2 quarters. The position peaked at $23K in Q4 2022. 18 funds tracked by Wall St. Rank hold QQQN as of Q2 2023.

  • Carson Wealth (CWM LLC) reported no remaining VictoryShares Nasdaq Next 50 ETF position as of Q2 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 500 VictoryShares Nasdaq Next 50 ETF shares in Q2 2023, an estimated $13K.
  • Carson Wealth (CWM LLC) first reported a position in VictoryShares Nasdaq Next 50 ETF in Q4 2022 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s VictoryShares Nasdaq Next 50 ETF position peaked at $23K in Q4 2022.
  • 18 funds tracked by Wall St. Rank held VictoryShares Nasdaq Next 50 ETF as of Q2 2023.

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