Carson Wealth (CWM LLC)
SPXU icon

Carson Wealth (CWM LLC)’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SPXU Stock Details SPXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10
Closed -$2K – 4496
2023
Q3 		$2K Hold
10
– – ﹤0.01% 3865
2023
Q2 		$2K Hold
10
– – ﹤0.01% 3850
2023
Q1 		$3K Buy
+10
New +$2.97K ﹤0.01% 3567

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TRCT
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IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SPXU Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of ProShares UltraPro Short S&P 500 (SPXU) in Q4 2023, closing a stake of 10 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in SPXU in Q1 2023 and held it in 3 quarters. The position peaked at $3K in Q1 2023. 54 funds tracked by Wall St. Rank hold SPXU as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining ProShares UltraPro Short S&P 500 position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 10 ProShares UltraPro Short S&P 500 shares in Q4 2023, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in ProShares UltraPro Short S&P 500 in Q1 2023 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s ProShares UltraPro Short S&P 500 position peaked at $3K in Q1 2023.
  • 54 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.