Carson Wealth (CWM LLC)
IUS icon

Carson Wealth (CWM LLC)’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IUS Stock Details IUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$40.6M Buy
701,425
+33,563
+5% +$1.99M 0.11% 178
2025
Q4 		$38.2M Buy
667,862
+42,278
+7% +$2.38M 0.1% 178
2025
Q3 		$34.5M Buy
625,584
+624,186
+44,648% +$33.2M 0.1% 172
2025
Q2 		$72K Sell
1,398
-1,220
-47% -$59.6K ﹤0.01% 2993
2025
Q1 		$129K Sell
2,618
-209
-7% -$10.6K ﹤0.01% 2216
2024
Q4 		$140K Hold
2,827
– – ﹤0.01% 2064
2024
Q3 		$142K Buy
2,827
+938
+50% +$45.5K ﹤0.01% 1966
2024
Q2 		$90K Buy
+1,889
New +$88.3K ﹤0.01% 2034
2023
Q1 		– Sell
-4,216
Closed -$154K – 4191
2022
Q4 		$154K Sell
4,216
-5,797
-58% -$211K ﹤0.01% 1199
2022
Q3 		$332K Buy
+10,013
New +$369K ﹤0.01% 876

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Invesco RAFI Strategic US ETF (IUS) stake by 5% in Q1 2026, buying an estimated $1.99M and bringing the position to 701,425 shares worth $40.6M. The position accounts for 0.11% of the portfolio, ranked #178.

Carson Wealth (CWM LLC) first reported a position in IUS in Q3 2022 and has held it in 10 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 701,425 shares of Invesco RAFI Strategic US ETF worth $40.6M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 33,563 Invesco RAFI Strategic US ETF shares in Q1 2026, an estimated $1.99M.
  • Invesco RAFI Strategic US ETF made up 0.11% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #178 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco RAFI Strategic US ETF in Q3 2022 and has held it in 10 quarters since.
  • 104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q1 2026.

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