Carson Wealth (CWM LLC)
EQAL icon

Carson Wealth (CWM LLC)’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EQAL Stock Details EQAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2
Closed – – 4902
2024
Q2 		$0 Hold
2
– – ﹤0.01% 4673
2024
Q1 		$0 Hold
2
– – ﹤0.01% 4427
2023
Q4 		$0 Sell
2
-498
-100% -$20.2K ﹤0.01% 4231
2023
Q3 		$20K Hold
500
– – ﹤0.01% 2678
2023
Q2 		$21K Buy
500
+2
+0.4% +$81 ﹤0.01% 2597
2023
Q1 		$20K Buy
+498
New +$20.8K ﹤0.01% 2502

Other funds holding EQAL

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EQAL Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q3 2024, closing a stake of 2 shares.

Carson Wealth (CWM LLC) first reported a position in EQAL in Q1 2023 and held it in 6 quarters. The position peaked at $21K in Q2 2023. 77 funds tracked by Wall St. Rank hold EQAL as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2 Invesco Russell 1000 Equal Weight ETF shares in Q3 2024.
  • Carson Wealth (CWM LLC) first reported a position in Invesco Russell 1000 Equal Weight ETF in Q1 2023 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s Invesco Russell 1000 Equal Weight ETF position peaked at $21K in Q2 2023.
  • 77 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.