Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RSPH Stock Details RSPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$46.8K Hold
1,550
– – ﹤0.01% 3869
2025
Q4 		$49K Sell
1,550
-160
-9% -$4.97K ﹤0.01% 3625
2025
Q3 		$50K Sell
1,710
-500
-23% -$14.5K ﹤0.01% 3540
2025
Q2 		$64K Sell
2,210
-310
-12% -$8.82K ﹤0.01% 3087
2025
Q1 		$75K Sell
2,520
-1,230
-33% -$37.3K ﹤0.01% 2665
2024
Q4 		$110K Hold
3,750
– – ﹤0.01% 2224
2024
Q3 		$121K Sell
3,750
-100
-3% -$3.13K ﹤0.01% 2082
2024
Q2 		$116K Sell
3,850
-1,000
-21% -$30.3K ﹤0.01% 1878
2024
Q1 		$154K Sell
4,850
-2,130
-31% -$65.4K ﹤0.01% 1643
2023
Q4 		$208K Sell
6,980
-1,080
-13% -$29.6K ﹤0.01% 1410
2023
Q3 		$221K Buy
8,060
+930
+13% +$27.1K ﹤0.01% 1275
2023
Q2 		$212K Sell
7,130
-290
-4% -$8.49K ﹤0.01% 1224
2023
Q1 		$216K Sell
7,420
-140
-2% -$4.07K ﹤0.01% 1169
2022
Q4 		$218K Sell
7,560
-400
-5% -$11.1K ﹤0.01% 1071
2022
Q3 		$200K Buy
7,960
+560
+8% +$15.3K ﹤0.01% 1052
2022
Q2 		$198K Sell
7,400
-530
-7% -$15K ﹤0.01% 1051
2022
Q1 		$243K Sell
7,930
-2,390
-23% -$71.5K ﹤0.01% 958
2021
Q4 		$331K Buy
+10,320
New +$314K ﹤0.01% 838
2021
Q2 		$392K Hold
13,390
– – ﹤0.01% 722
2021
Q1 		$392K Hold
13,390
– – ﹤0.01% 722
2020
Q4 		$392K Hold
13,390
– – ﹤0.01% 722
2020
Q3 		$392K Hold
13,390
– – ﹤0.01% 722
2020
Q2 		$392K Hold
13,390
– – ﹤0.01% 722
2020
Q1 		$392K Hold
13,390
– – ﹤0.01% 722
2019
Q4 		$392K Hold
13,390
– – ﹤0.01% 722
2019
Q3 		$392K Hold
13,390
– – ﹤0.01% 722
2019
Q2 		$392K Hold
13,390
– – ﹤0.01% 722
2019
Q1 		$392K Buy
+13,390
New +$258K ﹤0.01% 722

Other funds holding RSPH

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) position steady in Q1 2026 at 1,550 shares worth $46.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3869.

Carson Wealth (CWM LLC) first reported a position in RSPH in Q1 2019 and has held it in 28 quarters since. The position peaked at $392K in Q2 2021. 182 funds tracked by Wall St. Rank hold RSPH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,550 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $46.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Invesco S&P 500 Equal Weight Health Care ETF share count unchanged in Q1 2026.
  • Invesco S&P 500 Equal Weight Health Care ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3869 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco S&P 500 Equal Weight Health Care ETF position peaked at $392K in Q2 2021.
  • 182 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q1 2026.

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