Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Invesco Quality Municipal Securities IQI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IQI Stock Details IQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$292K Buy
30,367
+25,875
+576% +$259K ﹤0.01% 2403
2025
Q4 		$45K Hold
4,492
– – ﹤0.01% 3679
2025
Q3 		$44K Hold
4,492
– – ﹤0.01% 3633
2025
Q2 		$42K Hold
4,492
– – ﹤0.01% 3416
2025
Q1 		$43K Hold
4,492
– – ﹤0.01% 3100
2024
Q4 		$44K Buy
4,492
+478
+12% +$4.82K ﹤0.01% 2896
2024
Q3 		$42K Hold
4,014
– – ﹤0.01% 2819
2024
Q2 		$40K Hold
4,014
– – ﹤0.01% 2618
2024
Q1 		$39K Sell
4,014
-303
-7% -$2.9K ﹤0.01% 2460
2023
Q4 		$41K Buy
4,317
+4
+0.1% +$35 ﹤0.01% 2305
2023
Q3 		$36K Buy
4,313
+2,835
+192% +$26.1K ﹤0.01% 2286
2023
Q2 		$14K Buy
1,478
+11
+0.7% +$105 ﹤0.01% 2869
2023
Q1 		$15K Buy
1,467
+565
+63% +$5.54K ﹤0.01% 2692
2022
Q4 		$8K Buy
902
+616
+215% +$5.76K ﹤0.01% 2937
2022
Q3 		$3K Buy
+286
New +$2.92K ﹤0.01% 3314
2019
Q1 		– Sell
-13,468
Closed -$151K – 3106
2018
Q4 		$151K Buy
+13,468
New +$151K ﹤0.01% 654

Other funds holding IQI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Invesco Quality Municipal Securities (IQI) stake by 576% in Q1 2026, buying an estimated $259K and bringing the position to 30,367 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #2403.

Carson Wealth (CWM LLC) first reported a position in IQI in Q4 2018 and has held it in 16 quarters since. 105 funds tracked by Wall St. Rank hold IQI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 30,367 shares of Invesco Quality Municipal Securities worth $292K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 25,875 Invesco Quality Municipal Securities shares in Q1 2026, an estimated $259K.
  • Invesco Quality Municipal Securities made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2403 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco Quality Municipal Securities in Q4 2018 and has held it in 16 quarters since.
  • 105 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q1 2026.

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