Carson Wealth (CWM LLC)
PSCD icon

Carson Wealth (CWM LLC)’s Invesco S&P SmallCap Consumer Discretionary ETF PSCD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PSCD Stock Details PSCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1
Closed – – 4665
2023
Q4 		$0 Hold
1
– – ﹤0.01% 4442
2023
Q3 		$0 Sell
1
-94
-99% -$8.56K ﹤0.01% 4468
2023
Q2 		$9K Buy
95
+1
+1% +$88 ﹤0.01% 3155
2023
Q1 		$8K Hold
94
– – ﹤0.01% 3092
2022
Q4 		$7K Buy
+94
New +$7.46K ﹤0.01% 3025

Other funds holding PSCD

IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
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 $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PSCD Position: Q1 2024 in Review

Carson Wealth (CWM LLC) sold out of Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) in Q1 2024, closing a stake of 1 share.

Carson Wealth (CWM LLC) first reported a position in PSCD in Q4 2022 and held it in 5 quarters. The position peaked at $9K in Q2 2023. 26 funds tracked by Wall St. Rank hold PSCD as of Q1 2024.

  • Carson Wealth (CWM LLC) reported no remaining Invesco S&P SmallCap Consumer Discretionary ETF position as of Q1 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1 Invesco S&P SmallCap Consumer Discretionary ETF share in Q1 2024.
  • Carson Wealth (CWM LLC) first reported a position in Invesco S&P SmallCap Consumer Discretionary ETF in Q4 2022 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s Invesco S&P SmallCap Consumer Discretionary ETF position peaked at $9K in Q2 2023.
  • 26 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Discretionary ETF as of Q1 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2024, filed 5 Apr 2024.