Carson Wealth (CWM LLC)
PKW icon

Carson Wealth (CWM LLC)’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PKW Stock Details PKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$611K Hold
4,657
– – ﹤0.01% 1870
2025
Q4 		$626K Buy
4,657
+50
+1% +$6.6K ﹤0.01% 1781
2025
Q3 		$610K Sell
4,607
-1,109
-19% -$142K ﹤0.01% 1689
2025
Q2 		$707K Buy
5,716
+1,109
+24% +$127K ﹤0.01% 1431
2025
Q1 		$519K Hold
4,607
– – ﹤0.01% 1427
2024
Q4 		$530K Sell
4,607
-41
-0.9% -$4.85K ﹤0.01% 1351
2024
Q3 		$532K Sell
4,648
-690
-13% -$74.7K ﹤0.01% 1293
2024
Q2 		$555K Sell
5,338
-1
-0% -$104 ﹤0.01% 1148
2024
Q1 		$578K Sell
5,339
-1,145
-18% -$116K ﹤0.01% 1079
2023
Q4 		$642K Buy
6,484
+7
+0.1% +$640 ﹤0.01% 968
2023
Q3 		$583K Sell
6,477
-56
-0.9% -$5.15K ﹤0.01% 934
2023
Q2 		$584K Sell
6,533
-107
-2% -$9.13K ﹤0.01% 891
2023
Q1 		$565K Sell
6,640
-474
-7% -$41.5K ﹤0.01% 856
2022
Q4 		$609K Buy
7,114
+660
+10% +$55.6K ﹤0.01% 746
2022
Q3 		$479K Buy
6,454
+13
+0.2% +$1.06K ﹤0.01% 758
2022
Q2 		$499K Buy
6,441
+4
+0.1% +$339 ﹤0.01% 735
2022
Q1 		$582K Buy
6,437
+4
+0.1% +$367 ﹤0.01% 682
2021
Q4 		$621K Buy
+6,433
New +$610K ﹤0.01% 676
2019
Q1 		– Sell
-34,666
Closed -$1.81M – 3204
2018
Q4 		$1.81M Buy
34,666
+8,802
+34% +$503K 0.05% 295
2018
Q3 		$1.58M Buy
25,864
+25,521
+7,441% +$1.52M 0.04% 275
2018
Q2 		$19K Buy
+343
New +$19.7K ﹤0.01% 848
2016
Q4 		– Sell
-1,518
Closed -$72K – 1162
2016
Q3 		$72K Buy
+1,518
New +$71.4K 0.01% 374

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $515M AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Invesco BuyBack Achievers ETF (PKW) position steady in Q1 2026 at 4,657 shares worth $611K. The position accounts for ﹤0.01% of the portfolio, ranked #1870.

Carson Wealth (CWM LLC) first reported a position in PKW in Q3 2016 and has held it in 22 quarters since. The position peaked at $1.81M in Q4 2018. 252 funds tracked by Wall St. Rank hold PKW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,657 shares of Invesco BuyBack Achievers ETF worth $611K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Invesco BuyBack Achievers ETF share count unchanged in Q1 2026.
  • Invesco BuyBack Achievers ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1870 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco BuyBack Achievers ETF in Q3 2016 and has held it in 22 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco BuyBack Achievers ETF position peaked at $1.81M in Q4 2018.
  • 252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2026.

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