Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC)’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-88	Closed	-$8K	–	4042
2022 Q1	$8K	Buy	+88	New	+$7.5K	﹤0.01%	2634
2021 Q2	$10K	Hold	111	–	–	﹤0.01%	2112
2021 Q1	$10K	Hold	111	–	–	﹤0.01%	2111
2020 Q4	$10K	Hold	111	–	–	﹤0.01%	2111
2020 Q3	$10K	Hold	111	–	–	﹤0.01%	2110
2020 Q2	$10K	Hold	111	–	–	﹤0.01%	2110
2020 Q1	$10K	Hold	111	–	–	﹤0.01%	2110
2019 Q4	$10K	Hold	111	–	–	﹤0.01%	2110
2019 Q3	$10K	Hold	111	–	–	﹤0.01%	2110
2019 Q2	$10K	Hold	111	–	–	﹤0.01%	2110
2019 Q1	$10K	Buy	+111	New	+$7.6K	﹤0.01%	2110

Other funds holding PSL

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bank of America

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return