Carson Wealth (CWM LLC)
VQT

Carson Wealth (CWM LLC)’s iPath S&P VEQTOR ETN VQT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VQT Stock Details VQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-41
Closed -$7K – 2322
2018
Q3 		$7K Buy
+41
New +$6.93K ﹤0.01% 1273

Other funds holding VQT

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CC
Cedar Capital Barrington, Illinois $54.9M AUM 33.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VQT Position: Q4 2018 in Review

Carson Wealth (CWM LLC) sold out of iPath S&P VEQTOR ETN (VQT) in Q4 2018, closing a stake of 41 shares — an estimated $7K sold.

Carson Wealth (CWM LLC) first reported a position in VQT in Q3 2018 and held it in 1 quarter. The position peaked at $7K in Q3 2018. 13 funds tracked by Wall St. Rank hold VQT as of Q4 2018.

  • Carson Wealth (CWM LLC) reported no remaining iPath S&P VEQTOR ETN position as of Q4 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 41 iPath S&P VEQTOR ETN shares in Q4 2018, an estimated $7K.
  • Carson Wealth (CWM LLC) first reported a position in iPath S&P VEQTOR ETN in Q3 2018 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s iPath S&P VEQTOR ETN position peaked at $7K in Q3 2018.
  • 13 funds tracked by Wall St. Rank held iPath S&P VEQTOR ETN as of Q4 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2018, filed 25 Jan 2019.