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 $1.37T AUM 24.88% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return