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

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StoneX Group
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Safeguard Financial
Safeguard Financial Minocqua, Wisconsin $456M AUM 6.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
McIlrath & Eck
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 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. 13 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.
  • 13 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.