Carson Wealth (CWM LLC)’s Invesco India ETF IMVP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.42K	Hold	69	–	–	﹤0.01%	5342
2025 Q4	$2K	Sell	69 -25	-27%	-$645	﹤0.01%	5120
2025 Q3	$2K	Hold	94	–	–	﹤0.01%	5031
2025 Q2	$3K	Hold	94	–	–	﹤0.01%	4799
2025 Q1	$2K	Sell	94 -57	-38%	-$1.4K	﹤0.01%	4798
2024 Q4	$4K	Hold	151	–	–	﹤0.01%	4348
2024 Q3	$5K	Buy	151 +126	+504%	+$3.76K	﹤0.01%	4127
2024 Q2	$1K	Sell	25 -710	-97%	-$19.6K	﹤0.01%	4451
2024 Q1	$20K	Buy	735 +25	+4%	+$658	﹤0.01%	2917
2023 Q4	$18K	Sell	710 -108	-13%	-$2.59K	﹤0.01%	2851
2023 Q3	$19K	Hold	818	–	–	﹤0.01%	2721
2023 Q2	$19K	Hold	818	–	–	﹤0.01%	2686
2023 Q1	$17K	Buy	818 +710	+657%	+$14.9K	﹤0.01%	2625
2022 Q4	$2K	Buy	108 +63	+140%	+$1.52K	﹤0.01%	3611
2022 Q3	$1K	Buy	+45	New	+$1.1K	﹤0.01%	3723

Other funds holding IMVP

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

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

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

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

Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Invesco India ETF (IMVP) position steady in Q1 2026 at 69 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #5342.

Carson Wealth (CWM LLC) first reported a position in IMVP in Q3 2022 and has held it in 15 quarters since. The position peaked at $20K in Q1 2024. 69 funds tracked by Wall St. Rank hold IMVP as of Q1 2026.

Carson Wealth (CWM LLC) held 69 shares of Invesco India ETF worth $1.42K as of Q1 2026.
Carson Wealth (CWM LLC) left its Invesco India ETF share count unchanged in Q1 2026.
Invesco India ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5342 holding.
Carson Wealth (CWM LLC) first reported a position in Invesco India ETF in Q3 2022 and has held it in 15 quarters since.
Carson Wealth (CWM LLC)'s Invesco India ETF position peaked at $20K in Q1 2024.
69 funds tracked by Wall St. Rank held Invesco India ETF as of Q1 2026.

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