Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Strive 1000 Value ETF STXV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STXV Stock Details STXV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-539
Closed -$14K – 4518
2023
Q2 		$14K Sell
539
-7,225
-93% -$178K ﹤0.01% 2889
2023
Q1 		$191K Buy
+7,764
New +$196K ﹤0.01% 1210

Other funds holding STXV

WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
SF
Safeguard Financial Minocqua, Wisconsin $456M AUM 6.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Carson Wealth (CWM LLC)'s STXV Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of Strive 1000 Value ETF (STXV) in Q3 2023, closing a stake of 539 shares — an estimated $14K sold.

Carson Wealth (CWM LLC) first reported a position in STXV in Q1 2023 and held it in 2 quarters. The position peaked at $191K in Q1 2023. 12 funds tracked by Wall St. Rank hold STXV as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining Strive 1000 Value ETF position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 539 Strive 1000 Value ETF shares in Q3 2023, an estimated $14K.
  • Carson Wealth (CWM LLC) first reported a position in Strive 1000 Value ETF in Q1 2023 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Strive 1000 Value ETF position peaked at $191K in Q1 2023.
  • 12 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.