Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Invesco Building & Construction ETF PKB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PKB Stock Details PKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-14
Closed -$1K – 5471
2025
Q2 		$1K Hold
14
– – ﹤0.01% 5054
2025
Q1 		$1K Hold
14
– – ﹤0.01% 4964
2024
Q4 		$1K Sell
14
-142
-91% -$11.6K ﹤0.01% 4773
2024
Q3 		$12K Buy
156
+142
+1,014% +$10.3K ﹤0.01% 3688
2024
Q2 		$1K Hold
14
– – ﹤0.01% 4452
2024
Q1 		$1K Hold
14
– – ﹤0.01% 4187
2023
Q4 		$1K Hold
14
– – ﹤0.01% 4009
2023
Q3 		$1K Sell
14
-86
-86% -$4.66K ﹤0.01% 4042
2023
Q2 		$5K Hold
100
– – ﹤0.01% 3459
2023
Q1 		$5K Hold
100
– – ﹤0.01% 3312
2022
Q4 		$4K Hold
100
– – ﹤0.01% 3315
2022
Q3 		$4K Hold
100
– – ﹤0.01% 3202
2022
Q2 		$4K Hold
100
– – ﹤0.01% 3117
2022
Q1 		$4K Hold
100
– – ﹤0.01% 2947
2021
Q4 		$5K Buy
+100
New +$5.17K ﹤0.01% 2746
2021
Q2 		$5K Hold
100
– – ﹤0.01% 2370
2021
Q1 		$5K Hold
100
– – ﹤0.01% 2370
2020
Q4 		$5K Hold
100
– – ﹤0.01% 2370
2020
Q3 		$5K Hold
100
– – ﹤0.01% 2370
2020
Q2 		$5K Hold
100
– – ﹤0.01% 2367
2020
Q1 		$5K Hold
100
– – ﹤0.01% 2367
2019
Q4 		$5K Hold
100
– – ﹤0.01% 2367
2019
Q3 		$5K Hold
100
– – ﹤0.01% 2367
2019
Q2 		$5K Hold
100
– – ﹤0.01% 2367
2019
Q1 		$5K Sell
100
-5,425
-98% -$144K ﹤0.01% 2366
2018
Q4 		$131K Sell
5,525
-15,692
-74% -$410K ﹤0.01% 679
2018
Q3 		$631K Buy
21,217
+13,707
+183% +$422K 0.02% 357
2018
Q2 		$229K Buy
+7,510
New +$233K 0.01% 404

Other funds holding PKB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PKB Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Invesco Building & Construction ETF (PKB) in Q3 2025, closing a stake of 14 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in PKB in Q2 2018 and held it in 28 quarters. The position peaked at $631K in Q3 2018. 85 funds tracked by Wall St. Rank hold PKB as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining Invesco Building & Construction ETF position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 14 Invesco Building & Construction ETF shares in Q3 2025, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Invesco Building & Construction ETF in Q2 2018 and held it in 28 quarters.
  • Carson Wealth (CWM LLC)'s Invesco Building & Construction ETF position peaked at $631K in Q3 2018.
  • 85 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.