Carson Wealth (CWM LLC)’s Global X Scientific Beta US ETF SCIU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SCIU Stock Details SCIU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-172,911	Closed	-$4.83M	–	3421
2018 Q4	$4.83M	Buy	172,911 +5,661	+3%	+$174K	0.12%	159
2018 Q3	$5.54M	Buy	167,250 +50,821	+44%	+$1.66M	0.14%	146
2018 Q2	$3.68M	Buy	116,429 +101,361	+673%	+$3.18M	0.12%	145
2018 Q1	$465K	Buy	15,068 +14,929	+10,740%	+$468K	0.02%	285
2017 Q4	$4K	Buy	139 +120	+632%	+$3.66K	﹤0.01%	1169
2017 Q3	$1K	Hold	19	–	–	﹤0.01%	1438
2017 Q2	$1K	Buy	+19	New	+$537	﹤0.01%	1166

Other funds holding SCIU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GLA

Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SCIU Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of Global X Scientific Beta US ETF (SCIU) in Q1 2019, closing a stake of 172,911 shares — an estimated $4.83M sold.

Carson Wealth (CWM LLC) first reported a position in SCIU in Q2 2017 and held it in 7 quarters. The position peaked at $5.54M in Q3 2018. 23 funds tracked by Wall St. Rank hold SCIU as of Q1 2019.

Carson Wealth (CWM LLC) reported no remaining Global X Scientific Beta US ETF position as of Q1 2019 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 172,911 Global X Scientific Beta US ETF shares in Q1 2019, an estimated $4.83M.
Carson Wealth (CWM LLC) first reported a position in Global X Scientific Beta US ETF in Q2 2017 and held it in 7 quarters.
Carson Wealth (CWM LLC)'s Global X Scientific Beta US ETF position peaked at $5.54M in Q3 2018.
23 funds tracked by Wall St. Rank held Global X Scientific Beta US ETF as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.