Carson Wealth (CWM LLC)
PSR icon

Carson Wealth (CWM LLC)’s Invesco Active US Real Estate Fund PSR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PSR Stock Details PSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-43
Closed -$4K – 4194
2022
Q3 		$4K Buy
+43
New +$4.21K ﹤0.01% 3205

Other funds holding PSR

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PSR Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of Invesco Active US Real Estate Fund (PSR) in Q4 2022, closing a stake of 43 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in PSR in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 72 funds tracked by Wall St. Rank hold PSR as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining Invesco Active US Real Estate Fund position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 43 Invesco Active US Real Estate Fund shares in Q4 2022, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in Invesco Active US Real Estate Fund in Q3 2022 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Invesco Active US Real Estate Fund position peaked at $4K in Q3 2022.
  • 72 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q4 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.