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
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$8K Buy
2024
Q1 		– Sell
2023
Q4 		$5K Sell
2023
Q3 		$4K Hold
2023
Q2 		$4K Hold
2023
Q1 		$4K Hold
2022
Q4 		$5K Hold
2022
Q3 		$4K Hold
2022
Q2 		$5K Hold
2022
Q1 		$5K Hold
2021
Q4 		$5K Buy