Carson Wealth (CWM LLC)
ISDX

Carson Wealth (CWM LLC)’s Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF ISDX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ISDX Stock Details ISDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-305
Closed -$8K – 4465
2022
Q4 		$8K Buy
+305
New +$7.9K ﹤0.01% 2976

Other funds holding ISDX

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ISDX Position: Q1 2023 in Review

Carson Wealth (CWM LLC) sold out of Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF (ISDX) in Q1 2023, closing a stake of 305 shares — an estimated $8K sold.

Carson Wealth (CWM LLC) first reported a position in ISDX in Q4 2022 and held it in 1 quarter. The position peaked at $8K in Q4 2022. 6 funds tracked by Wall St. Rank hold ISDX as of Q1 2023.

  • Carson Wealth (CWM LLC) reported no remaining Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF position as of Q1 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 305 Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF shares in Q1 2023, an estimated $8K.
  • Carson Wealth (CWM LLC) first reported a position in Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF in Q4 2022 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF position peaked at $8K in Q4 2022.
  • 6 funds tracked by Wall St. Rank held Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF as of Q1 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2023, filed 1 May 2023.