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

Carson Wealth (CWM LLC)’s Portfolio RSPG Stock Details RSPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$50K Hold
457
– – ﹤0.01% 3814
2025
Q4 		$36K Hold
457
– – ﹤0.01% 3836
2025
Q3 		$36K Hold
457
– – ﹤0.01% 3770
2025
Q2 		$34K Sell
457
-200
-30% -$14.6K ﹤0.01% 3560
2025
Q1 		$54K Sell
657
-300
-31% -$24.2K ﹤0.01% 2919
2024
Q4 		$73K Sell
957
-100
-9% -$7.99K ﹤0.01% 2500
2024
Q3 		$81K Sell
1,057
-50
-5% -$3.94K ﹤0.01% 2335
2024
Q2 		$89K Buy
1,107
+68
+7% +$5.55K ﹤0.01% 2041
2024
Q1 		$86K Sell
1,039
-466
-31% -$34.9K ﹤0.01% 1966
2023
Q4 		$111K Buy
1,505
+1,000
+198% +$74.8K ﹤0.01% 1697
2023
Q3 		$39K Buy
505
+439
+665% +$33.1K ﹤0.01% 2229
2023
Q2 		$5K Hold
66
– – ﹤0.01% 3461
2023
Q1 		$5K Hold
66
– – ﹤0.01% 3319
2022
Q4 		$5K Sell
66
-19
-22% -$1.39K ﹤0.01% 3216
2022
Q3 		$5K Hold
85
– – ﹤0.01% 3097
2022
Q2 		$5K Buy
+85
New +$5.95K ﹤0.01% 3006
2019
Q1 		– Sell
-22
Closed -$1K – 3229
2018
Q4 		$1K Buy
+22
New +$1.16K ﹤0.01% 1976

Other funds holding RSPG

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Invesco S&P 500 Equal Weight Energy ETF (RSPG) position steady in Q1 2026 at 457 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #3814.

Carson Wealth (CWM LLC) first reported a position in RSPG in Q4 2018 and has held it in 17 quarters since. The position peaked at $111K in Q4 2023. 163 funds tracked by Wall St. Rank hold RSPG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 457 shares of Invesco S&P 500 Equal Weight Energy ETF worth $50K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Invesco S&P 500 Equal Weight Energy ETF share count unchanged in Q1 2026.
  • Invesco S&P 500 Equal Weight Energy ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3814 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2018 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco S&P 500 Equal Weight Energy ETF position peaked at $111K in Q4 2023.
  • 163 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q1 2026.

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