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

Carson Wealth (CWM LLC)’s Portfolio PSCF Stock Details PSCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-174
Closed -$10K – 5769
2025
Q4 		$10K Buy
+174
New +$9.86K ﹤0.01% 4560
2023
Q3 		– Sell
-36
Closed -$2K – 4469
2023
Q2 		$2K Buy
+36
New +$1.49K ﹤0.01% 3837

Other funds holding PSCF

PMWMG
Parr McKnight Wealth Management Group Minneapolis, Minnesota $763M AUM 13.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Invesco S&P SmallCap Financials ETF (PSCF) in Q1 2026, closing a stake of 174 shares — an estimated $10K sold.

Carson Wealth (CWM LLC) first reported a position in PSCF in Q2 2023 and held it in 2 quarters. The position peaked at $10K in Q4 2025. 22 funds tracked by Wall St. Rank hold PSCF as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Invesco S&P SmallCap Financials ETF position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 174 Invesco S&P SmallCap Financials ETF shares in Q1 2026, an estimated $10K.
  • Carson Wealth (CWM LLC) first reported a position in Invesco S&P SmallCap Financials ETF in Q2 2023 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Invesco S&P SmallCap Financials ETF position peaked at $10K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Invesco S&P SmallCap Financials ETF as of Q1 2026.

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