Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Invesco Large Cap Value ETF PWV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PWV Stock Details PWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$168K Buy
2,416
+270
+13% +$18.6K ﹤0.01% 2871
2025
Q4 		$143K Buy
2,146
+9
+0.4% +$591 ﹤0.01% 2818
2025
Q3 		$139K Sell
2,137
-259
-11% -$16.4K ﹤0.01% 2729
2025
Q2 		$149K Buy
2,396
+16
+0.7% +$936 ﹤0.01% 2415
2025
Q1 		$142K Buy
2,380
+17
+0.7% +$1.01K ﹤0.01% 2143
2024
Q4 		$134K Buy
2,363
+2,099
+795% +$124K ﹤0.01% 2082
2024
Q3 		$15K Buy
264
+2
+0.8% +$114 ﹤0.01% 3555
2024
Q2 		$14K Buy
262
+1
+0.4% +$55 ﹤0.01% 3353
2024
Q1 		$15K Buy
261
+1
+0.4% +$53 ﹤0.01% 3103
2023
Q4 		$13K Buy
260
+2
+0.8% +$95 ﹤0.01% 3045
2023
Q3 		$12K Buy
258
+1
+0.4% +$48 ﹤0.01% 3054
2023
Q2 		$12K Sell
257
-154
-37% -$6.98K ﹤0.01% 2988
2023
Q1 		$19K Hold
411
– – ﹤0.01% 2552
2022
Q4 		$19K Hold
411
– – ﹤0.01% 2418
2022
Q3 		$17K Hold
411
– – ﹤0.01% 2340
2022
Q2 		$18K Buy
411
+156
+61% +$7.32K ﹤0.01% 2200
2022
Q1 		$12K Hold
255
– – ﹤0.01% 2386
2021
Q4 		$12K Buy
+255
New +$12.1K ﹤0.01% 2259
2019
Q1 		– Sell
-2,119
Closed -$69K – 3210
2018
Q4 		$69K Buy
2,119
+58
+3% +$2.05K ﹤0.01% 802
2018
Q3 		$77K Hold
2,061
– – ﹤0.01% 665
2018
Q2 		$73K Hold
2,061
– – ﹤0.01% 569
2018
Q1 		$75K Sell
2,061
-1,020
-33% -$39K ﹤0.01% 490
2017
Q4 		$120K Hold
3,081
– – 0.01% 408
2017
Q3 		$115K Hold
3,081
– – 0.01% 399
2017
Q2 		$112K Hold
3,081
– – 0.01% 374
2017
Q1 		$109K Hold
3,081
– – 0.01% 358
2016
Q4 		$104K Buy
3,081
+1,281
+71% +$41.6K 0.01% 345
2016
Q3 		$57K Buy
+1,800
New +$56.7K ﹤0.01% 403

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Invesco Large Cap Value ETF (PWV) stake by 13% in Q1 2026, buying an estimated $18.6K and bringing the position to 2,416 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #2871.

Carson Wealth (CWM LLC) first reported a position in PWV in Q3 2016 and has held it in 28 quarters since. 182 funds tracked by Wall St. Rank hold PWV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,416 shares of Invesco Large Cap Value ETF worth $168K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 270 Invesco Large Cap Value ETF shares in Q1 2026, an estimated $18.6K.
  • Invesco Large Cap Value ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2871 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco Large Cap Value ETF in Q3 2016 and has held it in 28 quarters since.
  • 182 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2026.

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