Carson Wealth (CWM LLC)
RSPD icon

Carson Wealth (CWM LLC)’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RSPD Stock Details RSPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-33
Closed -$1K – 4308
2022
Q4 		$1K Buy
+33
New +$1.28K ﹤0.01% 3829

Other funds holding RSPD

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RSPD Position: Q1 2023 in Review

Carson Wealth (CWM LLC) sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q1 2023, closing a stake of 33 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in RSPD in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 86 funds tracked by Wall St. Rank hold RSPD as of Q1 2023.

  • Carson Wealth (CWM LLC) reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q1 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 33 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q1 2023, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2022 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $1K in Q4 2022.
  • 86 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q1 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2023, filed 1 May 2023.