Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RSPS Stock Details RSPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$101K Sell
3,428
-90
-3% -$2.79K ﹤0.01% 3258
2025
Q4 		$102K Buy
3,518
+2,643
+302% +$77.3K ﹤0.01% 3049
2025
Q3 		$26K Hold
875
– – ﹤0.01% 3970
2025
Q2 		$26K Sell
875
-35
-4% -$1.05K ﹤0.01% 3751
2025
Q1 		$28K Hold
910
– – ﹤0.01% 3451
2024
Q4 		$27K Hold
910
– – ﹤0.01% 3248
2024
Q3 		$29K Sell
910
-155
-15% -$4.91K ﹤0.01% 3123
2024
Q2 		$33K Hold
1,065
– – ﹤0.01% 2774
2024
Q1 		$35K Sell
1,065
-305
-22% -$9.63K ﹤0.01% 2545
2023
Q4 		$43K Buy
1,370
+240
+21% +$7.18K ﹤0.01% 2275
2023
Q3 		$34K Hold
1,130
– – ﹤0.01% 2327
2023
Q2 		$38K Buy
1,130
+155
+16% +$5.29K ﹤0.01% 2188
2023
Q1 		$33K Hold
975
– – ﹤0.01% 2160
2022
Q4 		$33K Hold
975
– – ﹤0.01% 2027
2022
Q3 		$30K Hold
975
– – ﹤0.01% 1968
2022
Q2 		$32K Buy
975
+875
+875% +$29.8K ﹤0.01% 1852
2022
Q1 		$3K Hold
100
– – ﹤0.01% 3075
2021
Q4 		$3K Buy
+100
New +$3.2K ﹤0.01% 3024
2021
Q2 		$3K Hold
100
– – ﹤0.01% 2556
2021
Q1 		$3K Hold
100
– – ﹤0.01% 2555
2020
Q4 		$3K Hold
100
– – ﹤0.01% 2555
2020
Q3 		$3K Hold
100
– – ﹤0.01% 2554
2020
Q2 		$3K Hold
100
– – ﹤0.01% 2553
2020
Q1 		$3K Hold
100
– – ﹤0.01% 2551
2019
Q4 		$3K Hold
100
– – ﹤0.01% 2550
2019
Q3 		$3K Hold
100
– – ﹤0.01% 2550
2019
Q2 		$3K Hold
100
– – ﹤0.01% 2550
2019
Q1 		$3K Sell
100
-420
-81% -$10.4K ﹤0.01% 2550
2018
Q4 		$12K Buy
+520
New +$13.2K ﹤0.01% 1280
2018
Q3 		– Sell
-250
Closed -$6K – 1966
2018
Q2 		$6K Buy
+250
New +$6.13K ﹤0.01% 1157

Other funds holding RSPS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) stake by 2.6% in Q1 2026, selling an estimated $2.79K and leaving 3,428 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #3258.

Carson Wealth (CWM LLC) first reported a position in RSPS in Q2 2018 and has held it in 30 quarters since. The position peaked at $102K in Q4 2025. 116 funds tracked by Wall St. Rank hold RSPS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,428 shares of Invesco S&P 500 Equal Weight Consumer Staples ETF worth $101K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 90 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q1 2026, an estimated $2.79K.
  • Invesco S&P 500 Equal Weight Consumer Staples ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3258 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q2 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $102K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q1 2026.

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