Carson Wealth (CWM LLC)
PFM icon

Carson Wealth (CWM LLC)’s Invesco Dividend Achievers ETF PFM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PFM Stock Details PFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$35.2K Hold
689
– – ﹤0.01% 4053
2025
Q4 		$35K Hold
689
– – ﹤0.01% 3855
2025
Q3 		$35K Hold
689
– – ﹤0.01% 3788
2025
Q2 		$33K Buy
689
+253
+58% +$11.6K ﹤0.01% 3590
2025
Q1 		$20K Hold
436
– – ﹤0.01% 3678
2024
Q4 		$20K Sell
436
-116
-21% -$5.44K ﹤0.01% 3439
2024
Q3 		$26K Hold
552
– – ﹤0.01% 3206
2024
Q2 		$24K Hold
552
– – ﹤0.01% 2998
2024
Q1 		$23K Sell
552
-1,704
-76% -$69.8K ﹤0.01% 2806
2023
Q4 		$90K Hold
2,256
– – ﹤0.01% 1824
2023
Q3 		$82K Sell
2,256
-147
-6% -$5.6K ﹤0.01% 1753
2023
Q2 		$92K Sell
2,403
-528
-18% -$19.5K ﹤0.01% 1609
2023
Q1 		$107K Sell
2,931
-6,881
-70% -$252K ﹤0.01% 1461
2022
Q4 		$358K Sell
9,812
-183,529
-95% -$6.56M ﹤0.01% 900
2022
Q3 		$6.25M Buy
193,341
+32,411
+20% +$1.15M 0.05% 252
2022
Q2 		$5.55M Buy
160,930
+37,659
+31% +$1.38M 0.04% 276
2022
Q1 		$4.74M Buy
123,271
+20,512
+20% +$781K 0.03% 303
2021
Q4 		$4.08M Buy
+102,759
New +$3.94M 0.03% 320
2021
Q2 		$910K Hold
25,082
– – 0.01% 575
2021
Q1 		$910K Hold
25,082
– – 0.01% 575
2020
Q4 		$910K Hold
25,082
– – 0.01% 575
2020
Q3 		$910K Hold
25,082
– – 0.01% 575
2020
Q2 		$910K Hold
25,082
– – 0.01% 575
2020
Q1 		$910K Hold
25,082
– – 0.01% 575
2019
Q4 		$910K Hold
25,082
– – 0.01% 575
2019
Q3 		$910K Hold
25,082
– – 0.01% 575
2019
Q2 		$910K Hold
25,082
– – 0.01% 575
2019
Q1 		$910K Buy
+25,082
New +$665K 0.01% 575

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Invesco Dividend Achievers ETF (PFM) position steady in Q1 2026 at 689 shares worth $35.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4053.

Carson Wealth (CWM LLC) first reported a position in PFM in Q1 2019 and has held it in 28 quarters since. The position peaked at $6.25M in Q3 2022. 135 funds tracked by Wall St. Rank hold PFM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 689 shares of Invesco Dividend Achievers ETF worth $35.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Invesco Dividend Achievers ETF share count unchanged in Q1 2026.
  • Invesco Dividend Achievers ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4053 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco Dividend Achievers ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco Dividend Achievers ETF position peaked at $6.25M in Q3 2022.
  • 135 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2026.

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