Carson Wealth (CWM LLC)
PSCM icon

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

Carson Wealth (CWM LLC)’s Portfolio PSCM Stock Details PSCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-62
Closed -$4K – 4443
2023
Q3 		$4K Buy
+62
New +$4.22K ﹤0.01% 3588

Other funds holding PSCM

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
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
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PSCM Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of Invesco S&P SmallCap Materials ETF (PSCM) in Q4 2023, closing a stake of 62 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in PSCM in Q3 2023 and held it in 1 quarter. The position peaked at $4K in Q3 2023. 13 funds tracked by Wall St. Rank hold PSCM as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining Invesco S&P SmallCap Materials ETF position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 62 Invesco S&P SmallCap Materials ETF shares in Q4 2023, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in Invesco S&P SmallCap Materials ETF in Q3 2023 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Invesco S&P SmallCap Materials ETF position peaked at $4K in Q3 2023.
  • 13 funds tracked by Wall St. Rank held Invesco S&P SmallCap Materials ETF as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.