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

Carson Wealth (CWM LLC)’s Portfolio RSPN Stock Details RSPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$155K Sell
2,696
-522
-16% -$31.6K ﹤0.01% 2939
2025
Q4 		$182K Buy
3,218
+628
+24% +$35.1K ﹤0.01% 2647
2025
Q3 		$145K Buy
2,590
+2,515
+3,353% +$139K ﹤0.01% 2696
2025
Q2 		$4K Buy
75
+45
+150% +$2.26K ﹤0.01% 4709
2025
Q1 		$1K Sell
30
-125
-81% -$6.35K ﹤0.01% 4977
2024
Q4 		$8K Buy
155
+125
+417% +$6.56K ﹤0.01% 4009
2024
Q3 		$2K Hold
30
– – ﹤0.01% 4450
2024
Q2 		$1K Sell
30
-540
-95% -$24.9K ﹤0.01% 4468
2024
Q1 		$27K Sell
570
-270
-32% -$12K ﹤0.01% 2715
2023
Q4 		$36K Buy
840
+300
+56% +$11.9K ﹤0.01% 2377
2023
Q3 		$21K Buy
+540
New +$21.9K ﹤0.01% 2665
2023
Q1 		– Sell
-40
Closed -$1K – 4310
2022
Q4 		$1K Buy
+40
New +$1.4K ﹤0.01% 3831
2019
Q1 		– Sell
-100
Closed -$2K – 3231
2018
Q4 		$2K Sell
100
-295
-75% -$6.69K ﹤0.01% 1791
2018
Q3 		$10K Buy
+395
New +$9.71K ﹤0.01% 1156

Other funds holding RSPN

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Invesco S&P 500 Equal Weight Industrials ETF (RSPN) stake by 16% in Q1 2026, selling an estimated $31.6K and leaving 2,696 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #2939.

Carson Wealth (CWM LLC) first reported a position in RSPN in Q3 2018 and has held it in 14 quarters since. The position peaked at $182K in Q4 2025. 159 funds tracked by Wall St. Rank hold RSPN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,696 shares of Invesco S&P 500 Equal Weight Industrials ETF worth $155K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 522 Invesco S&P 500 Equal Weight Industrials ETF shares in Q1 2026, an estimated $31.6K.
  • Invesco S&P 500 Equal Weight Industrials ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2939 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q3 2018 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco S&P 500 Equal Weight Industrials ETF position peaked at $182K in Q4 2025.
  • 159 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q1 2026.

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