Carson Wealth (CWM LLC)’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$26.2K	Hold	932	–	–	﹤0.01%	4262
2025 Q4	$26K	Hold	932	–	–	﹤0.01%	4014
2025 Q3	$25K	Hold	932	–	–	﹤0.01%	3979
2025 Q2	$24K	Sell	932 -1	-0.1%	-$25	﹤0.01%	3792
2025 Q1	$23K	Sell	933 -46	-5%	-$1.11K	﹤0.01%	3562
2024 Q4	$23K	Buy	+979	New	+$24.2K	﹤0.01%	3340
2023 Q3	–	Sell	-383	Closed	-$9K	–	4257
2023 Q2	$9K	Sell	383 -1,017	-73%	-$24K	﹤0.01%	3127
2023 Q1	$33K	Buy	+1,400	New	+$32.8K	﹤0.01%	2148

Other funds holding EELV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PUI

Purpose Unlimited Inc Toronto $2.62B AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EELV Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Invesco S&P Emerging Markets Low Volatility ETF (EELV) position steady in Q1 2026 at 932 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4262.

Carson Wealth (CWM LLC) first reported a position in EELV in Q1 2023 and has held it in 8 quarters since. The position peaked at $33K in Q1 2023. 125 funds tracked by Wall St. Rank hold EELV as of Q1 2026.

Carson Wealth (CWM LLC) held 932 shares of Invesco S&P Emerging Markets Low Volatility ETF worth $26.2K as of Q1 2026.
Carson Wealth (CWM LLC) left its Invesco S&P Emerging Markets Low Volatility ETF share count unchanged in Q1 2026.
Invesco S&P Emerging Markets Low Volatility ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4262 holding.
Carson Wealth (CWM LLC) first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q1 2023 and has held it in 8 quarters since.
Carson Wealth (CWM LLC)'s Invesco S&P Emerging Markets Low Volatility ETF position peaked at $33K in Q1 2023.
125 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.