Carson Wealth (CWM LLC)
PSCT icon

Carson Wealth (CWM LLC)’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PSCT Stock Details PSCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-477
Closed -$18K – 4130
2022
Q2 		$18K Buy
+477
New +$19.7K ﹤0.01% 2199

Other funds holding PSCT

MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PSCT Position: Q3 2022 in Review

Carson Wealth (CWM LLC) sold out of Invesco S&P SmallCap Information Technology ETF (PSCT) in Q3 2022, closing a stake of 477 shares — an estimated $18K sold.

Carson Wealth (CWM LLC) first reported a position in PSCT in Q2 2022 and held it in 1 quarter. The position peaked at $18K in Q2 2022. 86 funds tracked by Wall St. Rank hold PSCT as of Q3 2022.

  • Carson Wealth (CWM LLC) reported no remaining Invesco S&P SmallCap Information Technology ETF position as of Q3 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 477 Invesco S&P SmallCap Information Technology ETF shares in Q3 2022, an estimated $18K.
  • Carson Wealth (CWM LLC) first reported a position in Invesco S&P SmallCap Information Technology ETF in Q2 2022 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Invesco S&P SmallCap Information Technology ETF position peaked at $18K in Q2 2022.
  • 86 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q3 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2022, filed 27 Oct 2022.