Carson Wealth (CWM LLC)
ROM icon

Carson Wealth (CWM LLC)’s ProShares Ultra Technology ROM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ROM Stock Details ROM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$8K Hold
164
– – ﹤0.01% 2205
2021
Q1 		$8K Hold
164
– – ﹤0.01% 2204
2020
Q4 		$8K Hold
164
– – ﹤0.01% 2204
2020
Q3 		$8K Sell
164
-492
-75% -$13.4K ﹤0.01% 2204
2020
Q2 		$8K Hold
656
– – ﹤0.01% 2203
2020
Q1 		$8K Hold
656
– – ﹤0.01% 2203
2019
Q4 		$8K Hold
656
– – ﹤0.01% 2203
2019
Q3 		$8K Hold
656
– – ﹤0.01% 2203
2019
Q2 		$8K Hold
656
– – ﹤0.01% 2203
2019
Q1 		$8K Buy
+656
New +$7.94K ﹤0.01% 2203

Other funds holding ROM

TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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 ROM Position: Q2 2021 in Review

Carson Wealth (CWM LLC) held its ProShares Ultra Technology (ROM) position steady in Q2 2021 at 164 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #2205.

Carson Wealth (CWM LLC) first reported a position in ROM in Q1 2019 and has held it in 10 quarters since. 51 funds tracked by Wall St. Rank hold ROM as of Q2 2021.

  • Carson Wealth (CWM LLC) held 164 shares of ProShares Ultra Technology worth $8K as of Q2 2021.
  • Carson Wealth (CWM LLC) left its ProShares Ultra Technology share count unchanged in Q2 2021.
  • ProShares Ultra Technology made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q2 2021, its #2205 holding.
  • Carson Wealth (CWM LLC) first reported a position in ProShares Ultra Technology in Q1 2019 and has held it in 10 quarters since.
  • 51 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q2 2021.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2021, filed 29 Jul 2021.