Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PJP Stock Details PJP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14K Hold
135
– – ﹤0.01% 4633
2025
Q4 		$14K Hold
135
– – ﹤0.01% 4381
2025
Q3 		$12K Buy
+135
New +$11.8K ﹤0.01% 4406
2025
Q2 		– Sell
-67
Closed -$6K – 5256
2025
Q1 		$6K Buy
+67
New +$5.71K ﹤0.01% 4396
2017
Q4 		– Sell
-103
Closed -$7K – 1548
2017
Q3 		$7K Sell
103
-297
-74% -$18.8K ﹤0.01% 995
2017
Q2 		$25K Hold
400
– – ﹤0.01% 602
2017
Q1 		$24K Hold
400
– – ﹤0.01% 573
2016
Q4 		$22K Hold
400
– – ﹤0.01% 572
2016
Q3 		$25K Hold
400
– – ﹤0.01% 520
2016
Q2 		$25K Hold
400
– – ﹤0.01% 448
2016
Q1 		$24K Sell
400
-149
-27% -$9.12K ﹤0.01% 420
2015
Q4 		$38K Sell
549
-220
-29% -$15.6K ﹤0.01% 345
2015
Q3 		$51K Sell
769
-93,142
-99% -$7.25M 0.01% 288
2015
Q2 		$7.36M Buy
93,911
+5,887
+7% +$458K 0.71% 57
2015
Q1 		$6.72M Buy
88,024
+8,415
+11% +$618K 0.68% 52
2014
Q4 		$5.3M Sell
79,609
-7,865
-9% -$524K 0.64% 43
2014
Q3 		$5.57M Sell
87,474
-1,271
-1% -$78.5K 0.81% 36
2014
Q2 		$5.42M Buy
88,745
+7,441
+9% +$431K 0.97% 34
2014
Q1 		$4.61M Buy
81,304
+16,100
+25% +$914K 0.63% 47
2013
Q4 		$3.49M Buy
65,204
+10,203
+19% +$511K 0.54% 46
2013
Q3 		$2.53M Buy
+55,001
New +$2.51M 0.66% 41

Other funds holding PJP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PAM
Peak Asset Management Louisville, Colorado $680M AUM 22.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Invesco Pharmaceuticals ETF (PJP) position steady in Q1 2026 at 135 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #4633.

Carson Wealth (CWM LLC) first reported a position in PJP in Q3 2013 and has held it in 21 quarters since. The position peaked at $7.36M in Q2 2015. 119 funds tracked by Wall St. Rank hold PJP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 135 shares of Invesco Pharmaceuticals ETF worth $14K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Invesco Pharmaceuticals ETF share count unchanged in Q1 2026.
  • Invesco Pharmaceuticals ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4633 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco Pharmaceuticals ETF in Q3 2013 and has held it in 21 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco Pharmaceuticals ETF position peaked at $7.36M in Q2 2015.
  • 119 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q1 2026.

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