Carson Wealth (CWM LLC)
PSCE icon

Carson Wealth (CWM LLC)’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PSCE Stock Details PSCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-200
Closed -$10K – 5103
2024
Q3 		$10K Buy
+200
New +$10.3K ﹤0.01% 3797

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PSCE Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q4 2024, closing a stake of 200 shares — an estimated $10K sold.

Carson Wealth (CWM LLC) first reported a position in PSCE in Q3 2024 and held it in 1 quarter. The position peaked at $10K in Q3 2024. 46 funds tracked by Wall St. Rank hold PSCE as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining Invesco S&P SmallCap Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 200 Invesco S&P SmallCap Energy ETF shares in Q4 2024, an estimated $10K.
  • Carson Wealth (CWM LLC) first reported a position in Invesco S&P SmallCap Energy ETF in Q3 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Invesco S&P SmallCap Energy ETF position peaked at $10K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.