Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Invesco Large Cap Growth ETF PWB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PWB Stock Details PWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.9M Sell
62,712
-874
-1% -$116K 0.02% 641
2025
Q4 		$8.08M Buy
63,586
+122
+0.2% +$15.5K 0.02% 595
2025
Q3 		$7.96M Sell
63,464
-2,573
-4% -$308K 0.02% 549
2025
Q2 		$7.75M Sell
66,037
-286
-0.4% -$29.9K 0.03% 459
2025
Q1 		$6.37M Sell
66,323
-676
-1% -$69.9K 0.03% 455
2024
Q4 		$6.82M Sell
66,999
-2,381
-3% -$245K 0.03% 408
2024
Q3 		$6.85M Sell
69,380
-2,217
-3% -$209K 0.03% 381
2024
Q2 		$6.76M Sell
71,597
-3,182
-4% -$284K 0.03% 364
2024
Q1 		$6.68M Sell
74,779
-889
-1% -$75.4K 0.03% 368
2023
Q4 		$5.88M Buy
75,668
+293
+0.4% +$21.2K 0.03% 365
2023
Q3 		$5.11M Sell
75,375
-1,850
-2% -$130K 0.03% 360
2023
Q2 		$5.45M Sell
77,225
-508
-0.7% -$33.7K 0.03% 327
2023
Q1 		$5.05M Sell
77,733
-2,680
-3% -$168K 0.03% 318
2022
Q4 		$4.8M Sell
80,413
-5,453
-6% -$331K 0.04% 308
2022
Q3 		$4.89M Sell
85,866
-6,999
-8% -$439K 0.04% 286
2022
Q2 		$5.45M Sell
92,865
-2,261
-2% -$144K 0.04% 280
2022
Q1 		$6.87M Sell
95,126
-4,091
-4% -$292K 0.05% 263
2021
Q4 		$8.01M Buy
+99,217
New +$7.81M 0.06% 240
2021
Q2 		$7.62M Hold
102,267
– – 0.06% 234
2021
Q1 		$7.62M Hold
102,267
– – 0.06% 234
2020
Q4 		$7.62M Hold
102,267
– – 0.06% 234
2020
Q3 		$7.62M Hold
102,267
– – 0.06% 234
2020
Q2 		$7.62M Hold
102,267
– – 0.06% 234
2020
Q1 		$7.62M Hold
102,267
– – 0.06% 234
2019
Q4 		$7.62M Hold
102,267
– – 0.06% 234
2019
Q3 		$7.62M Hold
102,267
– – 0.06% 234
2019
Q2 		$7.62M Hold
102,267
– – 0.06% 234
2019
Q1 		$7.62M Buy
+102,267
New +$4.65M 0.06% 234
2016
Q1 		– Sell
-137
Closed -$4K – 802
2015
Q4 		$4K Buy
+137
New +$4.25K ﹤0.01% 554

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
CFWMA
Center for Wealth Management Advisory Milford, Ohio $139M AUM
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Invesco Large Cap Growth ETF (PWB) stake by 1.4% in Q1 2026, selling an estimated $116K and leaving 62,712 shares worth $7.9M. The position accounts for 0.02% of the portfolio, ranked #641.

Carson Wealth (CWM LLC) first reported a position in PWB in Q4 2015 and has held it in 29 quarters since. The position peaked at $8.08M in Q4 2025. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 62,712 shares of Invesco Large Cap Growth ETF worth $7.9M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 874 Invesco Large Cap Growth ETF shares in Q1 2026, an estimated $116K.
  • Invesco Large Cap Growth ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #641 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco Large Cap Growth ETF in Q4 2015 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco Large Cap Growth ETF position peaked at $8.08M in Q4 2025.
  • 224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

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