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

Carson Wealth (CWM LLC)’s Portfolio RSPF Stock Details RSPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-100
Closed -$8K – 5778
2025
Q4 		$8K Buy
+100
New +$7.65K ﹤0.01% 4663
2024
Q1 		– Sell
-80
Closed -$5K – 4691
2023
Q4 		$5K Sell
80
-5
-6% -$266 ﹤0.01% 3537
2023
Q3 		$4K Hold
85
– – ﹤0.01% 3594
2023
Q2 		$4K Hold
85
– – ﹤0.01% 3559
2023
Q1 		$4K Hold
85
– – ﹤0.01% 3419
2022
Q4 		$5K Hold
85
– – ﹤0.01% 3217
2022
Q3 		$4K Hold
85
– – ﹤0.01% 3208
2022
Q2 		$5K Hold
85
– – ﹤0.01% 3007
2022
Q1 		$5K Hold
85
– – ﹤0.01% 2867
2021
Q4 		$5K Buy
+85
New +$5.48K ﹤0.01% 2756

Other funds holding RSPF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q1 2026, closing a stake of 100 shares — an estimated $8K sold.

Carson Wealth (CWM LLC) first reported a position in RSPF in Q4 2021 and held it in 10 quarters. The position peaked at $8K in Q4 2025. 95 funds tracked by Wall St. Rank hold RSPF as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 100 Invesco S&P 500 Equal Weight Financials ETF shares in Q1 2026, an estimated $8K.
  • Carson Wealth (CWM LLC) first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2021 and held it in 10 quarters.
  • Carson Wealth (CWM LLC)'s Invesco S&P 500 Equal Weight Financials ETF position peaked at $8K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q1 2026.

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