Carson Wealth (CWM LLC)’s Arrow Reverse Cap 500 ETF YPS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio YPS Stock Details YPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,000	Closed	-$24K	–	3957
2021 Q4	$24K	Buy	+1,000	New	+$24K	﹤0.01%	1906
2021 Q2	$23K	Hold	1,000	–	–	﹤0.01%	1740
2021 Q1	$23K	Hold	1,000	–	–	﹤0.01%	1740
2020 Q4	$23K	Hold	1,000	–	–	﹤0.01%	1740
2020 Q3	$23K	Hold	1,000	–	–	﹤0.01%	1740
2020 Q2	$23K	Hold	1,000	–	–	﹤0.01%	1740
2020 Q1	$23K	Hold	1,000	–	–	﹤0.01%	1740
2019 Q4	$23K	Hold	1,000	–	–	﹤0.01%	1740
2019 Q3	$23K	Hold	1,000	–	–	﹤0.01%	1740
2019 Q2	$23K	Hold	1,000	–	–	﹤0.01%	1740
2019 Q1	$23K	Buy	+1,000	New	+$15.9K	﹤0.01%	1740

Other funds holding YPS

AIA

Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Arrow Reverse Cap 500 ETF (YPS) in Q1 2022, closing a stake of 1,000 shares — an estimated $24K sold.

Carson Wealth (CWM LLC) first reported a position in YPS in Q1 2019 and held it in 11 quarters. The position peaked at $24K in Q4 2021. 4 funds tracked by Wall St. Rank hold YPS as of Q1 2022.

Carson Wealth (CWM LLC) reported no remaining Arrow Reverse Cap 500 ETF position as of Q1 2022 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 1,000 Arrow Reverse Cap 500 ETF shares in Q1 2022, an estimated $24K.
Carson Wealth (CWM LLC) first reported a position in Arrow Reverse Cap 500 ETF in Q1 2019 and held it in 11 quarters.
Carson Wealth (CWM LLC)'s Arrow Reverse Cap 500 ETF position peaked at $24K in Q4 2021.
4 funds tracked by Wall St. Rank held Arrow Reverse Cap 500 ETF as of Q1 2022.

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