Carson Wealth (CWM LLC)
THY icon

Carson Wealth (CWM LLC)’s Toews Agility Shares Dynamic Tactical Income ETF THY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio THY Stock Details THY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,289
Closed -$51K – 5542
2025
Q2 		$51K Hold
2,289
– – ﹤0.01% 3265
2025
Q1 		$50K Hold
2,289
– – ﹤0.01% 3002
2024
Q4 		$52K Hold
2,289
– – ﹤0.01% 2771
2024
Q3 		$53K Hold
2,289
– – ﹤0.01% 2648
2024
Q2 		$51K Hold
2,289
– – ﹤0.01% 2469
2024
Q1 		$51K Buy
+2,289
New +$51.3K ﹤0.01% 2289

Other funds holding THY

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Carson Wealth (CWM LLC)'s THY Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Toews Agility Shares Dynamic Tactical Income ETF (THY) in Q3 2025, closing a stake of 2,289 shares — an estimated $51K sold.

Carson Wealth (CWM LLC) first reported a position in THY in Q1 2024 and held it in 6 quarters. The position peaked at $53K in Q3 2024. 20 funds tracked by Wall St. Rank hold THY as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining Toews Agility Shares Dynamic Tactical Income ETF position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,289 Toews Agility Shares Dynamic Tactical Income ETF shares in Q3 2025, an estimated $51K.
  • Carson Wealth (CWM LLC) first reported a position in Toews Agility Shares Dynamic Tactical Income ETF in Q1 2024 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s Toews Agility Shares Dynamic Tactical Income ETF position peaked at $53K in Q3 2024.
  • 20 funds tracked by Wall St. Rank held Toews Agility Shares Dynamic Tactical Income ETF as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.