Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Invesco NASDAQ Future Gen 200 ETF QQQS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QQQS Stock Details QQQS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.01K Buy
238
+1
+0.4% +$35 ﹤0.01% 4861
2025
Q4 		$8K Buy
237
+4
+2% +$137 ﹤0.01% 4660
2025
Q3 		$8K Buy
233
+2
+0.9% +$60 ﹤0.01% 4579
2025
Q2 		$6K Buy
231
+1
+0.4% +$24 ﹤0.01% 4557
2025
Q1 		$5K Buy
230
+30
+15% +$825 ﹤0.01% 4480
2024
Q4 		$6K Buy
+200
New +$5.64K ﹤0.01% 4145

Other funds holding QQQS

BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Invesco NASDAQ Future Gen 200 ETF (QQQS) stake by 0.42% in Q1 2026, buying an estimated $35 and bringing the position to 238 shares worth $8.01K. The position accounts for ﹤0.01% of the portfolio, ranked #4861.

Carson Wealth (CWM LLC) first reported a position in QQQS in Q4 2024 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold QQQS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 238 shares of Invesco NASDAQ Future Gen 200 ETF worth $8.01K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1 Invesco NASDAQ Future Gen 200 ETF share in Q1 2026, an estimated $35.
  • Invesco NASDAQ Future Gen 200 ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4861 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco NASDAQ Future Gen 200 ETF in Q4 2024 and has held it in 6 quarters since.
  • 9 funds tracked by Wall St. Rank held Invesco NASDAQ Future Gen 200 ETF as of Q1 2026.

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