Carson Wealth (CWM LLC)
QVMT

Carson Wealth (CWM LLC)’s Invesco S&P 500 Concentrated QVM ETF QVMT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QVMT Stock Details QVMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-325
Closed -$12K – 4241
2022
Q3 		$12K Sell
325
-398
-55% -$16.2K ﹤0.01% 2591
2022
Q2 		$28K Sell
723
-115
-14% -$4.94K ﹤0.01% 1931
2022
Q1 		$38K Sell
838
-842
-50% -$38K ﹤0.01% 1736
2021
Q4 		$75K Buy
+1,680
New +$72.9K ﹤0.01% 1418

Other funds holding QVMT

Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
AC
Avestar Capital New York $1.46B AUM 31.38% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $610M AUM 17.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
WCAMG
Woodard & Company Asset Management Group Bermuda Run, North Carolina $625M AUM 20% 1-Year Est. Return