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

Carson Wealth (CWM LLC)’s Portfolio RSPT Stock Details RSPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$637K Buy
14,071
+1,106
+9% +$51.6K ﹤0.01% 1841
2025
Q4 		$590K Buy
12,965
+2,000
+18% +$90.7K ﹤0.01% 1815
2025
Q3 		$489K Buy
10,965
+224
+2% +$9.4K ﹤0.01% 1818
2025
Q2 		$438K Hold
10,741
– – ﹤0.01% 1649
2025
Q1 		$367K Sell
10,741
-177
-2% -$6.63K ﹤0.01% 1579
2024
Q4 		$409K Buy
10,918
+447
+4% +$17K ﹤0.01% 1467
2024
Q3 		$395K Sell
10,471
-1,020
-9% -$37.2K ﹤0.01% 1415
2024
Q2 		$421K Buy
11,491
+4,520
+65% +$157K ﹤0.01% 1262
2024
Q1 		$245K Hold
6,971
– – ﹤0.01% 1421
2023
Q4 		$228K Sell
6,971
-229
-3% -$6.73K ﹤0.01% 1363
2023
Q3 		$203K Buy
7,200
+60
+0.8% +$1.75K ﹤0.01% 1310
2023
Q2 		$210K Sell
7,140
-1,400
-16% -$38.3K ﹤0.01% 1232
2023
Q1 		$236K Sell
8,540
-1,020
-11% -$26.9K ﹤0.01% 1137
2022
Q4 		$232K Sell
9,560
-1,210
-11% -$29.6K ﹤0.01% 1045
2022
Q3 		$244K Sell
10,770
-2,390
-18% -$61.1K ﹤0.01% 979
2022
Q2 		$311K Sell
13,160
-4,380
-25% -$113K ﹤0.01% 878
2022
Q1 		$507K Sell
17,540
-4,690
-21% -$136K ﹤0.01% 727
2021
Q4 		$720K Buy
+22,230
New +$689K 0.01% 641
2021
Q2 		$572K Hold
19,730
– – ﹤0.01% 653
2021
Q1 		$572K Hold
19,730
– – ﹤0.01% 653
2020
Q4 		$572K Hold
19,730
– – ﹤0.01% 653
2020
Q3 		$572K Hold
19,730
– – ﹤0.01% 653
2020
Q2 		$572K Hold
19,730
– – ﹤0.01% 653
2020
Q1 		$572K Hold
19,730
– – ﹤0.01% 653
2019
Q4 		$572K Hold
19,730
– – ﹤0.01% 653
2019
Q3 		$572K Hold
19,730
– – ﹤0.01% 653
2019
Q2 		$572K Hold
19,730
– – ﹤0.01% 653
2019
Q1 		$572K Buy
+19,730
New +$314K ﹤0.01% 653

Other funds holding RSPT

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 8.5% in Q1 2026, buying an estimated $51.6K and bringing the position to 14,071 shares worth $637K. The position accounts for ﹤0.01% of the portfolio, ranked #1841.

Carson Wealth (CWM LLC) first reported a position in RSPT in Q1 2019 and has held it in 28 quarters since. The position peaked at $720K in Q4 2021. 412 funds tracked by Wall St. Rank hold RSPT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,071 shares of Invesco S&P 500 Equal Weight Technology ETF worth $637K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,106 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2026, an estimated $51.6K.
  • Invesco S&P 500 Equal Weight Technology ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1841 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco S&P 500 Equal Weight Technology ETF position peaked at $720K in Q4 2021.
  • 412 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2026.

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