Carson Wealth (CWM LLC)
SSXU icon

Carson Wealth (CWM LLC)’s Day Hagan/Ned Davis Research Smart Sector International ETF SSXU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SSXU Stock Details SSXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,520
Closed -$144K – 4499
2023
Q3 		$144K Buy
+5,520
New +$150K ﹤0.01% 1446

Other funds holding SSXU

Donald L. Hagan LLC
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Freedom Investment Management
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Stratos Wealth Advisors
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Raymond James Trust
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Day Hagan/Ned Davis Research Smart Sector International ETF (SSXU) in Q4 2023, closing a stake of 5,520 shares — an estimated $144K sold.

Carson Wealth (CWM LLC) first reported a position in SSXU in Q3 2023 and held it in 1 quarter. The position peaked at $144K in Q3 2023. 13 funds tracked by Wall St. Rank hold SSXU as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining Day Hagan/Ned Davis Research Smart Sector International ETF position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 5,520 Day Hagan/Ned Davis Research Smart Sector International ETF shares in Q4 2023, an estimated $144K.
  • Carson Wealth (CWM LLC) first reported a position in Day Hagan/Ned Davis Research Smart Sector International ETF in Q3 2023 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Day Hagan/Ned Davis Research Smart Sector International ETF position peaked at $144K in Q3 2023.
  • 13 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector International ETF as of Q4 2023.

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