Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s ProShares UltraShort Russell2000 TWM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TWM Stock Details TWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6
Closed – – 4537
2023
Q2 		$0 Hold
6
– – ﹤0.01% 4465
2023
Q1 		$0 Hold
6
– – ﹤0.01% 4348
2022
Q4 		$1K Hold
6
– – ﹤0.01% 3861
2022
Q3 		$1K Hold
6
– – ﹤0.01% 3777
2022
Q2 		$1K Buy
+6
New +$518 ﹤0.01% 3655
2015
Q4 		– Sell
-29
Closed -$25K – 754
2015
Q3 		$25K Buy
+29
New +$22K ﹤0.01% 349

Other funds holding TWM

BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
AG
Appleton Group Appleton, Wisconsin $28.6M AUM 32.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of ProShares UltraShort Russell2000 (TWM) in Q3 2023, closing a stake of 6 shares.

Carson Wealth (CWM LLC) first reported a position in TWM in Q3 2015 and held it in 6 quarters. The position peaked at $25K in Q3 2015. 20 funds tracked by Wall St. Rank hold TWM as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining ProShares UltraShort Russell2000 position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 6 ProShares UltraShort Russell2000 shares in Q3 2023.
  • Carson Wealth (CWM LLC) first reported a position in ProShares UltraShort Russell2000 in Q3 2015 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s ProShares UltraShort Russell2000 position peaked at $25K in Q3 2015.
  • 20 funds tracked by Wall St. Rank held ProShares UltraShort Russell2000 as of Q3 2023.

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