Carson Wealth (CWM LLC)
RSPA

Carson Wealth (CWM LLC)’s Invesco S&P 500 Equal Weight Income Advantage ETF RSPA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RSPA Stock Details RSPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.13K Buy
143
+4
+3% +$207 ﹤0.01% 4915
2025
Q4 		$7K Buy
139
+3
+2% +$153 ﹤0.01% 4725
2025
Q3 		$7K Buy
136
+3
+2% +$151 ﹤0.01% 4649
2025
Q2 		$7K Buy
+133
New +$6.4K ﹤0.01% 4507

Other funds holding RSPA

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RFS
Retirement Financial Solutions Knoxville, Tennessee $407M AUM 23.23% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) stake by 2.9% in Q1 2026, buying an estimated $207 and bringing the position to 143 shares worth $7.13K. The position accounts for ﹤0.01% of the portfolio, ranked #4915.

Carson Wealth (CWM LLC) first reported a position in RSPA in Q2 2025 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold RSPA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 143 shares of Invesco S&P 500 Equal Weight Income Advantage ETF worth $7.13K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4 Invesco S&P 500 Equal Weight Income Advantage ETF shares in Q1 2026, an estimated $207.
  • Invesco S&P 500 Equal Weight Income Advantage ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4915 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco S&P 500 Equal Weight Income Advantage ETF in Q2 2025 and has held it in 4 quarters since.
  • 70 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Income Advantage ETF as of Q1 2026.

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