Carson Wealth (CWM LLC)’s Invesco ESG S&P 500 Equal Weight ETF RSPE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RSPE Stock Details RSPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$23.3K	Hold	792	–	–	﹤0.01%	4317
2025 Q4	$24K	Hold	792	–	–	﹤0.01%	4073
2025 Q3	$23K	Hold	792	–	–	﹤0.01%	4045
2025 Q2	$22K	Hold	792	–	–	﹤0.01%	3857
2025 Q1	$21K	Hold	792	–	–	﹤0.01%	3647
2024 Q4	$21K	Hold	792	–	–	﹤0.01%	3411
2024 Q3	$22K	Hold	792	–	–	﹤0.01%	3304
2024 Q2	$20K	Hold	792	–	–	﹤0.01%	3120
2024 Q1	$21K	Hold	792	–	–	﹤0.01%	2886
2023 Q4	$19K	Hold	792	–	–	﹤0.01%	2812
2023 Q3	$17K	Hold	792	–	–	﹤0.01%	2800
2023 Q2	$18K	Hold	792	–	–	﹤0.01%	2723
2023 Q1	$18K	Sell	792 -210	-21%	-$4.72K	﹤0.01%	2586
2022 Q4	$22K	Buy	+1,002	New	+$21.5K	﹤0.01%	2304

Other funds holding RSPE

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Invesco ESG S&P 500 Equal Weight ETF (RSPE) position steady in Q1 2026 at 792 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4317.

Carson Wealth (CWM LLC) first reported a position in RSPE in Q4 2022 and has held it in 14 quarters since. The position peaked at $24K in Q4 2025. 33 funds tracked by Wall St. Rank hold RSPE as of Q1 2026.

Carson Wealth (CWM LLC) held 792 shares of Invesco ESG S&P 500 Equal Weight ETF worth $23.3K as of Q1 2026.
Carson Wealth (CWM LLC) left its Invesco ESG S&P 500 Equal Weight ETF share count unchanged in Q1 2026.
Invesco ESG S&P 500 Equal Weight ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4317 holding.
Carson Wealth (CWM LLC) first reported a position in Invesco ESG S&P 500 Equal Weight ETF in Q4 2022 and has held it in 14 quarters since.
Carson Wealth (CWM LLC)'s Invesco ESG S&P 500 Equal Weight ETF position peaked at $24K in Q4 2025.
33 funds tracked by Wall St. Rank held Invesco ESG S&P 500 Equal Weight ETF as of Q1 2026.

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