Carson Wealth (CWM LLC)’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RSPR Stock Details RSPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.95K	Sell	119 -47	-28%	-$1.62K	﹤0.01%	5103
2025 Q4	$6K	Sell	166 -45	-21%	-$1.53K	﹤0.01%	4771
2025 Q3	$7K	Buy	211 +150	+246%	+$5.29K	﹤0.01%	4635
2025 Q2	$2K	Buy	61 +14	+30%	+$485	﹤0.01%	4922
2025 Q1	$2K	Hold	47	–	–	﹤0.01%	4809
2024 Q4	$2K	Hold	47	–	–	﹤0.01%	4603
2024 Q3	$2K	Buy	+47	New	+$1.68K	﹤0.01%	4451
2022 Q4	–	Sell	-100	Closed	-$3K	–	4217
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	3358
2022 Q2	$3K	Buy	+100	New	+$3.71K	﹤0.01%	3232

Other funds holding RSPR

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return

CMAI

Capital Management Associates Inc Minneapolis, Minnesota $442M AUM 17.91% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) stake by 28% in Q1 2026, selling an estimated $1.62K and leaving 119 shares worth $3.95K. The position accounts for ﹤0.01% of the portfolio, ranked #5103.

Carson Wealth (CWM LLC) first reported a position in RSPR in Q2 2022 and has held it in 9 quarters since. The position peaked at $7K in Q3 2025. 54 funds tracked by Wall St. Rank hold RSPR as of Q1 2026.

Carson Wealth (CWM LLC) held 119 shares of Invesco S&P 500 Equal Weight Real Estate ETF worth $3.95K as of Q1 2026.
Carson Wealth (CWM LLC) sold 47 Invesco S&P 500 Equal Weight Real Estate ETF shares in Q1 2026, an estimated $1.62K.
Invesco S&P 500 Equal Weight Real Estate ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5103 holding.
Carson Wealth (CWM LLC) first reported a position in Invesco S&P 500 Equal Weight Real Estate ETF in Q2 2022 and has held it in 9 quarters since.
Carson Wealth (CWM LLC)'s Invesco S&P 500 Equal Weight Real Estate ETF position peaked at $7K in Q3 2025.
54 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Real Estate ETF as of Q1 2026.

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