Carson Wealth (CWM LLC)
REVS icon

Carson Wealth (CWM LLC)’s Columbia Research Enhanced Value ETF REVS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio REVS Stock Details REVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,658
Closed -$35K – 4051
2022
Q1 		$35K Buy
+1,658
New +$35K ﹤0.01% 1780

Other funds holding REVS

ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BA
Bivin & Associates Ponca City, Oklahoma $93.1M AUM

Carson Wealth (CWM LLC)'s REVS Position: Q2 2022 in Review

Carson Wealth (CWM LLC) sold out of Columbia Research Enhanced Value ETF (REVS) in Q2 2022, closing a stake of 1,658 shares — an estimated $35K sold.

Carson Wealth (CWM LLC) first reported a position in REVS in Q1 2022 and held it in 1 quarter. The position peaked at $35K in Q1 2022. 9 funds tracked by Wall St. Rank hold REVS as of Q2 2022.

  • Carson Wealth (CWM LLC) reported no remaining Columbia Research Enhanced Value ETF position as of Q2 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,658 Columbia Research Enhanced Value ETF shares in Q2 2022, an estimated $35K.
  • Carson Wealth (CWM LLC) first reported a position in Columbia Research Enhanced Value ETF in Q1 2022 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Columbia Research Enhanced Value ETF position peaked at $35K in Q1 2022.
  • 9 funds tracked by Wall St. Rank held Columbia Research Enhanced Value ETF as of Q2 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2022, filed 28 Jul 2022.