Carson Wealth (CWM LLC)
TDSE

Carson Wealth (CWM LLC)’s Cabana Target Drawdown 16 ETF TDSE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TDSE Stock Details TDSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,212
Closed -$96K – 3963
2021
Q4 		$96K Buy
+3,212
New +$95.2K ﹤0.01% 1310

Other funds holding TDSE

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TDSE Position: Q1 2022 in Review

Carson Wealth (CWM LLC) sold out of Cabana Target Drawdown 16 ETF (TDSE) in Q1 2022, closing a stake of 3,212 shares — an estimated $96K sold.

Carson Wealth (CWM LLC) first reported a position in TDSE in Q4 2021 and held it in 1 quarter. The position peaked at $96K in Q4 2021. 7 funds tracked by Wall St. Rank hold TDSE as of Q1 2022.

  • Carson Wealth (CWM LLC) reported no remaining Cabana Target Drawdown 16 ETF position as of Q1 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3,212 Cabana Target Drawdown 16 ETF shares in Q1 2022, an estimated $96K.
  • Carson Wealth (CWM LLC) first reported a position in Cabana Target Drawdown 16 ETF in Q4 2021 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Cabana Target Drawdown 16 ETF position peaked at $96K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Cabana Target Drawdown 16 ETF as of Q1 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2022, filed 21 Apr 2022.