Carson Wealth (CWM LLC)’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.71M	Buy	36,724 +3,046	+9%	+$402K	0.01%	840
2025 Q4	$4.26M	Buy	33,678 +1,753	+5%	+$220K	0.01%	847
2025 Q3	$3.99M	Buy	31,925 +31,619	+10,333%	+$3.89M	0.01%	810
2025 Q2	$36K	Hold	306	–	–	﹤0.01%	3517
2025 Q1	$33K	Hold	306	–	–	﹤0.01%	3318
2024 Q4	$36K	Buy	+306	New	+$36.5K	﹤0.01%	3033

Other funds holding RWK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) increased its Invesco S&P MidCap 400 Revenue ETF (RWK) stake by 9% in Q1 2026, buying an estimated $402K and bringing the position to 36,724 shares worth $4.71M. The position accounts for 0.01% of the portfolio, ranked #840.

Carson Wealth (CWM LLC) first reported a position in RWK in Q4 2024 and has held it in 6 quarters since. 138 funds tracked by Wall St. Rank hold RWK as of Q1 2026.

Carson Wealth (CWM LLC) held 36,724 shares of Invesco S&P MidCap 400 Revenue ETF worth $4.71M as of Q1 2026.
Carson Wealth (CWM LLC) bought 3,046 Invesco S&P MidCap 400 Revenue ETF shares in Q1 2026, an estimated $402K.
Invesco S&P MidCap 400 Revenue ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #840 holding.
Carson Wealth (CWM LLC) first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2024 and has held it in 6 quarters since.
138 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q1 2026.

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