Carson Wealth (CWM LLC)
PSCI icon

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

Carson Wealth (CWM LLC)’s Portfolio PSCI Stock Details PSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7
Closed -$1K – 5262
2025
Q1 		$1K Buy
+7
New +$924 ﹤0.01% 4970
2022
Q1 		– Sell
-25
Closed -$2K – 3804
2021
Q4 		$2K Buy
+25
New +$2.44K ﹤0.01% 3167

Other funds holding PSCI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PSCI Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q2 2025, closing a stake of 7 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in PSCI in Q4 2021 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 46 funds tracked by Wall St. Rank hold PSCI as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 7 Invesco S&P SmallCap Industrials ETF shares in Q2 2025, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Invesco S&P SmallCap Industrials ETF in Q4 2021 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Invesco S&P SmallCap Industrials ETF position peaked at $2K in Q4 2021.
  • 46 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.