Carson Wealth (CWM LLC)
PSCH icon

Carson Wealth (CWM LLC)’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PSCH Stock Details PSCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.6K Hold
646
– – ﹤0.01% 4255
2025
Q4 		$28K Hold
646
– – ﹤0.01% 3989
2025
Q3 		$27K Hold
646
– – ﹤0.01% 3952
2025
Q2 		$26K Sell
646
-100
-13% -$4.04K ﹤0.01% 3749
2025
Q1 		$32K Sell
746
-479
-39% -$21.6K ﹤0.01% 3340
2024
Q4 		$54K Hold
1,225
– – ﹤0.01% 2745
2024
Q3 		$57K Buy
1,225
+100
+9% +$4.53K ﹤0.01% 2595
2024
Q2 		$48K Sell
1,125
-1,439
-56% -$60.9K ﹤0.01% 2503
2024
Q1 		$112K Sell
2,564
-297
-10% -$12.6K ﹤0.01% 1811
2023
Q4 		$122K Sell
2,861
-52
-2% -$1.96K ﹤0.01% 1637
2023
Q3 		$109K Sell
2,913
-36
-1% -$1.5K ﹤0.01% 1581
2023
Q2 		$131K Buy
2,949
+36
+1% +$1.59K ﹤0.01% 1433
2023
Q1 		$127K Sell
2,913
-1,362
-32% -$61.6K ﹤0.01% 1373
2022
Q4 		$188K Sell
4,275
-402
-9% -$18.1K ﹤0.01% 1124
2022
Q3 		$205K Sell
4,677
-405
-8% -$19.5K ﹤0.01% 1034
2022
Q2 		$232K Buy
5,082
+336
+7% +$16K ﹤0.01% 987
2022
Q1 		$255K Sell
4,746
-45
-0.9% -$2.39K ﹤0.01% 944
2021
Q4 		$287K Buy
+4,791
New +$288K ﹤0.01% 891
2021
Q2 		$4K Hold
60
– – ﹤0.01% 2460
2021
Q1 		$4K Hold
60
– – ﹤0.01% 2460
2020
Q4 		$4K Hold
60
– – ﹤0.01% 2459
2020
Q3 		$4K Hold
60
– – ﹤0.01% 2459
2020
Q2 		$4K Hold
60
– – ﹤0.01% 2459
2020
Q1 		$4K Hold
60
– – ﹤0.01% 2459
2019
Q4 		$4K Hold
60
– – ﹤0.01% 2458
2019
Q3 		$4K Hold
60
– – ﹤0.01% 2458
2019
Q2 		$4K Hold
60
– – ﹤0.01% 2458
2019
Q1 		$4K Sell
60
-27
-31% -$1.05K ﹤0.01% 2456
2018
Q4 		$3K Hold
87
– – ﹤0.01% 1672
2018
Q3 		$4K Buy
+87
New +$4K ﹤0.01% 1407

Other funds holding PSCH

IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Invesco S&P SmallCap Health Care ETF (PSCH) position steady in Q1 2026 at 646 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4255.

Carson Wealth (CWM LLC) first reported a position in PSCH in Q3 2018 and has held it in 30 quarters since. The position peaked at $287K in Q4 2021. 71 funds tracked by Wall St. Rank hold PSCH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 646 shares of Invesco S&P SmallCap Health Care ETF worth $26.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Invesco S&P SmallCap Health Care ETF share count unchanged in Q1 2026.
  • Invesco S&P SmallCap Health Care ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4255 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco S&P SmallCap Health Care ETF in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco S&P SmallCap Health Care ETF position peaked at $287K in Q4 2021.
  • 71 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q1 2026.

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