Carson Wealth (CWM LLC)
SCTO

Carson Wealth (CWM LLC)’s Global X JPMorgan US Sector Rotator Index ETF SCTO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SCTO Stock Details SCTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-900
Closed -$22K – 1389
2017
Q1 		$22K Sell
900
-2,000
-69% -$49.1K ﹤0.01% 588
2016
Q4 		$70K Sell
2,900
-680
-19% -$16.4K ﹤0.01% 395
2016
Q3 		$85K Sell
3,580
-1,200
-25% -$28.7K 0.01% 356
2016
Q2 		$114K Hold
4,780
– – 0.01% 294
2016
Q1 		$111K Buy
4,780
+2,000
+72% +$44.6K 0.01% 271
2015
Q4 		$63K Buy
+2,780
New +$64.8K 0.01% 299

Other funds holding SCTO

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SCTO Position: Q2 2017 in Review

Carson Wealth (CWM LLC) sold out of Global X JPMorgan US Sector Rotator Index ETF (SCTO) in Q2 2017, closing a stake of 900 shares — an estimated $22K sold.

Carson Wealth (CWM LLC) first reported a position in SCTO in Q4 2015 and held it in 6 quarters. The position peaked at $114K in Q2 2016. 7 funds tracked by Wall St. Rank hold SCTO as of Q2 2017.

  • Carson Wealth (CWM LLC) reported no remaining Global X JPMorgan US Sector Rotator Index ETF position as of Q2 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 900 Global X JPMorgan US Sector Rotator Index ETF shares in Q2 2017, an estimated $22K.
  • Carson Wealth (CWM LLC) first reported a position in Global X JPMorgan US Sector Rotator Index ETF in Q4 2015 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s Global X JPMorgan US Sector Rotator Index ETF position peaked at $114K in Q2 2016.
  • 7 funds tracked by Wall St. Rank held Global X JPMorgan US Sector Rotator Index ETF as of Q2 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2017, filed 17 Jul 2017.