Carson Wealth (CWM LLC)
QOWZ icon

Carson Wealth (CWM LLC)’s Invesco NASDAQ Free Cash Flow Achievers ETF QOWZ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QOWZ Stock Details QOWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.9K Hold
92
– – ﹤0.01% 5194
2025
Q4 		$3K Hold
92
– – ﹤0.01% 5005
2025
Q3 		$3K Hold
92
– – ﹤0.01% 4927
2025
Q2 		$3K Hold
92
– – ﹤0.01% 4803
2025
Q1 		$3K Buy
+92
New +$3.08K ﹤0.01% 4673

Other funds holding QOWZ

OBWG
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Invesco NASDAQ Free Cash Flow Achievers ETF (QOWZ) position steady in Q1 2026 at 92 shares worth $2.9K. The position accounts for ﹤0.01% of the portfolio, ranked #5194.

Carson Wealth (CWM LLC) first reported a position in QOWZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $3K in Q4 2025. 8 funds tracked by Wall St. Rank hold QOWZ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 92 shares of Invesco NASDAQ Free Cash Flow Achievers ETF worth $2.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Invesco NASDAQ Free Cash Flow Achievers ETF share count unchanged in Q1 2026.
  • Invesco NASDAQ Free Cash Flow Achievers ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5194 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco NASDAQ Free Cash Flow Achievers ETF in Q1 2025 and has held it in 5 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco NASDAQ Free Cash Flow Achievers ETF position peaked at $3K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Invesco NASDAQ Free Cash Flow Achievers ETF as of Q1 2026.

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