Carson Wealth (CWM LLC)
IVZ icon

Carson Wealth (CWM LLC)’s Invesco IVZ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-313
Closed -$81K – 315
2013
Q4 		$81K Buy
+313
New +$10.6K 0.01% 215

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Invesco (IVZ) stake by 26% in Q1 2026, buying an estimated $1.61M and bringing the position to 296,702 shares worth $7.21M. The position accounts for 0.02% of the portfolio, ranked #671.

Carson Wealth (CWM LLC) first reported a position in IVZ in Q3 2013 and has held it in 49 quarters since. The position peaked at $25.2M in Q2 2017. 632 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 296,702 shares of Invesco worth $7.21M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 61,370 Invesco shares in Q1 2026, an estimated $1.61M.
  • Invesco made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #671 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco in Q3 2013 and has held it in 49 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco position peaked at $25.2M in Q2 2017.
  • 632 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

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