Carson Wealth (CWM LLC)’s Invesco Semiconductors ETF PSI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PSI Stock Details PSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$912K	Hold	9,664	–	–	﹤0.01%	1600
2025 Q4	$762K	Hold	9,664	–	–	﹤0.01%	1659
2025 Q3	$680K	Hold	9,664	–	–	﹤0.01%	1624
2025 Q2	$579K	Buy	9,664 +2,326	+32%	+$117K	﹤0.01%	1528
2025 Q1	$348K	Hold	7,338	–	–	﹤0.01%	1602
2024 Q4	$425K	Buy	7,338 +6,875	+1,485%	+$394K	﹤0.01%	1449
2024 Q3	$27K	Buy	463 +1	+0.2%	+$57	﹤0.01%	3184
2024 Q2	$29K	Hold	462	–	–	﹤0.01%	2868
2024 Q1	$26K	Hold	462	–	–	﹤0.01%	2737
2023 Q4	$23K	Sell	462 -483	-51%	-$21K	﹤0.01%	2698
2023 Q3	$40K	Hold	945	–	–	﹤0.01%	2210
2023 Q2	$43K	Hold	945	–	–	﹤0.01%	2098
2023 Q1	$39K	Sell	945 -504	-35%	-$19.5K	﹤0.01%	2050
2022 Q4	$48K	Hold	1,449	–	–	﹤0.01%	1767
2022 Q3	$43K	Sell	1,449 -369	-20%	-$12.8K	﹤0.01%	1735
2022 Q2	$59K	Hold	1,818	–	–	﹤0.01%	1556
2022 Q1	$79K	Buy	+1,818	New	+$79.9K	﹤0.01%	1423

Other funds holding PSI

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Invesco Semiconductors ETF (PSI) position steady in Q1 2026 at 9,664 shares worth $912K. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

Carson Wealth (CWM LLC) first reported a position in PSI in Q1 2022 and has held it in 17 quarters since. 180 funds tracked by Wall St. Rank hold PSI as of Q1 2026.

Carson Wealth (CWM LLC) held 9,664 shares of Invesco Semiconductors ETF worth $912K as of Q1 2026.
Carson Wealth (CWM LLC) left its Invesco Semiconductors ETF share count unchanged in Q1 2026.
Invesco Semiconductors ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1600 holding.
Carson Wealth (CWM LLC) first reported a position in Invesco Semiconductors ETF in Q1 2022 and has held it in 17 quarters since.
180 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2026.

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