Carson Wealth (CWM LLC)
SQEW

Carson Wealth (CWM LLC)’s LeaderShares Equity Skew ETF SQEW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SQEW Stock Details SQEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-117
Closed -$4K – 4083
2022
Q1 		$4K Hold
117
– – ﹤0.01% 2965
2021
Q4 		$4K Buy
+117
New +$4.35K ﹤0.01% 2886
2021
Q2 		$35K Hold
955
– – ﹤0.01% 1555
2021
Q1 		$35K Hold
955
– – ﹤0.01% 1555
2020
Q4 		$35K Hold
955
– – ﹤0.01% 1555
2020
Q3 		$35K Hold
955
– – ﹤0.01% 1555
2020
Q2 		$35K Buy
+955
New +$25K ﹤0.01% 1555

Other funds holding SQEW

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFG
Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of LeaderShares Equity Skew ETF (SQEW) in Q2 2022, closing a stake of 117 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in SQEW in Q2 2020 and held it in 7 quarters. The position peaked at $35K in Q2 2021. 21 funds tracked by Wall St. Rank hold SQEW as of Q2 2022.

  • Carson Wealth (CWM LLC) reported no remaining LeaderShares Equity Skew ETF position as of Q2 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 117 LeaderShares Equity Skew ETF shares in Q2 2022, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in LeaderShares Equity Skew ETF in Q2 2020 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s LeaderShares Equity Skew ETF position peaked at $35K in Q2 2021.
  • 21 funds tracked by Wall St. Rank held LeaderShares Equity Skew ETF as of Q2 2022.

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