Carson Wealth (CWM LLC)’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$519K	Hold	4,507	–	–	﹤0.01%	1989
2025 Q4	$533K	Hold	4,507	–	–	﹤0.01%	1878
2025 Q3	$517K	Hold	4,507	–	–	﹤0.01%	1777
2025 Q2	$496K	Hold	4,507	–	–	﹤0.01%	1597
2025 Q1	$465K	Hold	4,507	–	–	﹤0.01%	1472
2024 Q4	$461K	Hold	4,507	–	–	﹤0.01%	1412
2024 Q3	$461K	Hold	4,507	–	–	﹤0.01%	1348
2024 Q2	$426K	Sell	4,507 -9,567	-68%	-$891K	﹤0.01%	1256
2024 Q1	$1.33M	Buy	14,074 +493	+4%	+$44.5K	0.01%	745
2023 Q4	$1.19M	Buy	+13,581	New	+$1.1M	0.01%	730
2023 Q2	–	Sell	-624	Closed	-$49K	–	4239
2023 Q1	$49K	Buy	624 +4	+0.6%	+$310	﹤0.01%	1885
2022 Q4	$46K	Hold	620	–	–	﹤0.01%	1789
2022 Q3	$41K	Buy	+620	New	+$46K	﹤0.01%	1752

Other funds holding EQWL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RWA

Reicon Wealth Advisors Atlanta, Georgia $162M AUM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

AWM

Altus Wealth Management Ft Mitchell, Kentucky $260M AUM 21.69% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Invesco S&P 100 Equal Weight ETF (EQWL) position steady in Q1 2026 at 4,507 shares worth $519K. The position accounts for ﹤0.01% of the portfolio, ranked #1989.

Carson Wealth (CWM LLC) first reported a position in EQWL in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.33M in Q1 2024. 185 funds tracked by Wall St. Rank hold EQWL as of Q1 2026.

Carson Wealth (CWM LLC) held 4,507 shares of Invesco S&P 100 Equal Weight ETF worth $519K as of Q1 2026.
Carson Wealth (CWM LLC) left its Invesco S&P 100 Equal Weight ETF share count unchanged in Q1 2026.
Invesco S&P 100 Equal Weight ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1989 holding.
Carson Wealth (CWM LLC) first reported a position in Invesco S&P 100 Equal Weight ETF in Q3 2022 and has held it in 13 quarters since.
Carson Wealth (CWM LLC)'s Invesco S&P 100 Equal Weight ETF position peaked at $1.33M in Q1 2024.
185 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q1 2026.

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