Carson Wealth (CWM LLC)
IPKW icon

Carson Wealth (CWM LLC)’s Invesco International BuyBack Achievers ETF IPKW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IPKW Stock Details IPKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.2K Buy
269
+1
+0.4% +$57 ﹤0.01% 4579
2025
Q4 		$15K Buy
268
+102
+61% +$5.45K ﹤0.01% 4332
2025
Q3 		$9K Buy
166
+1
+0.6% +$51 ﹤0.01% 4528
2025
Q2 		$8K Buy
165
+2
+1% +$92 ﹤0.01% 4399
2025
Q1 		$7K Buy
163
+2
+1% +$87 ﹤0.01% 4288
2024
Q4 		$6K Buy
161
+2
+1% +$83 ﹤0.01% 4119
2024
Q3 		$7K Buy
159
+1
+0.6% +$41 ﹤0.01% 3948
2024
Q2 		$6K Sell
158
-22
-12% -$885 ﹤0.01% 3782
2024
Q1 		$7K Buy
180
+1
+0.6% +$38 ﹤0.01% 3512
2023
Q4 		$7K Buy
179
+1
+0.6% +$35 ﹤0.01% 3348
2023
Q3 		$6K Hold
178
– – ﹤0.01% 3372
2023
Q2 		$6K Hold
178
– – ﹤0.01% 3355
2023
Q1 		$6K Hold
178
– – ﹤0.01% 3210
2022
Q4 		$6K Hold
178
– – ﹤0.01% 3083
2022
Q3 		$5K Hold
178
– – ﹤0.01% 3073
2022
Q2 		$6K Hold
178
– – ﹤0.01% 2892
2022
Q1 		$7K Hold
178
– – ﹤0.01% 2686
2021
Q4 		$7K Buy
+178
New +$7.58K ﹤0.01% 2552
2021
Q2 		$8K Hold
178
– – ﹤0.01% 2190
2021
Q1 		$8K Hold
178
– – ﹤0.01% 2190
2020
Q4 		$8K Hold
178
– – ﹤0.01% 2190
2020
Q3 		$8K Hold
178
– – ﹤0.01% 2190
2020
Q2 		$8K Hold
178
– – ﹤0.01% 2189
2020
Q1 		$8K Hold
178
– – ﹤0.01% 2189
2019
Q4 		$8K Hold
178
– – ﹤0.01% 2189
2019
Q3 		$8K Hold
178
– – ﹤0.01% 2189
2019
Q2 		$8K Hold
178
– – ﹤0.01% 2189
2019
Q1 		$8K Sell
178
-11,745
-99% -$365K ﹤0.01% 2189
2018
Q4 		$344K Sell
11,923
-127,075
-91% -$3.95M 0.01% 502
2018
Q3 		$4.78M Buy
138,998
+63,190
+83% +$2.23M 0.12% 167
2018
Q2 		$2.73M Buy
75,808
+64,807
+589% +$2.45M 0.09% 187
2018
Q1 		$412K Buy
11,001
+10,903
+11,126% +$417K 0.02% 300
2017
Q4 		$4K Buy
+98
New +$3.52K ﹤0.01% 1139

Other funds holding IPKW

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return
NF
Nikulski Financial Bettendorf, Iowa $464M AUM 34.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Invesco International BuyBack Achievers ETF (IPKW) stake by 0.37% in Q1 2026, buying an estimated $57 and bringing the position to 269 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4579.

Carson Wealth (CWM LLC) first reported a position in IPKW in Q4 2017 and has held it in 33 quarters since. The position peaked at $4.78M in Q3 2018. 95 funds tracked by Wall St. Rank hold IPKW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 269 shares of Invesco International BuyBack Achievers ETF worth $15.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1 Invesco International BuyBack Achievers ETF share in Q1 2026, an estimated $57.
  • Invesco International BuyBack Achievers ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4579 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco International BuyBack Achievers ETF in Q4 2017 and has held it in 33 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco International BuyBack Achievers ETF position peaked at $4.78M in Q3 2018.
  • 95 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q1 2026.

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