Carson Wealth (CWM LLC)
RSPU icon

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

Carson Wealth (CWM LLC)’s Portfolio RSPU Stock Details RSPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2
Closed – – 5117
2024
Q3 		$0 Buy
+2
New +$126 ﹤0.01% 5103

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DWM
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KAS
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Carson Wealth (CWM LLC)'s RSPU Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q4 2024, closing a stake of 2 shares.

Carson Wealth (CWM LLC) first reported a position in RSPU in Q3 2024 and held it in 1 quarter. The position peaked at $0 in Q3 2024. 110 funds tracked by Wall St. Rank hold RSPU as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2 Invesco S&P 500 Equal Weight Utilities ETF shares in Q4 2024.
  • Carson Wealth (CWM LLC) first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q3 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Invesco S&P 500 Equal Weight Utilities ETF position peaked at $0 in Q3 2024.
  • 110 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.