Carson Wealth (CWM LLC)
RWL icon

Carson Wealth (CWM LLC)’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RWL Stock Details RWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$465K Buy
4,046
+837
+26% +$98.7K ﹤0.01% 2069
2025
Q4 		$367K Buy
3,209
+476
+17% +$53.6K ﹤0.01% 2126
2025
Q3 		$302K Sell
2,733
-154
-5% -$16.4K ﹤0.01% 2134
2025
Q2 		$301K Buy
2,887
+2
+0.1% +$198 ﹤0.01% 1868
2025
Q1 		$287K Buy
2,885
+1,096
+61% +$111K ﹤0.01% 1696
2024
Q4 		$175K Buy
1,789
+512
+40% +$51.3K ﹤0.01% 1913
2024
Q3 		$125K Sell
1,277
-227
-15% -$21.6K ﹤0.01% 2054
2024
Q2 		$139K Sell
1,504
-266
-15% -$24.4K ﹤0.01% 1779
2024
Q1 		$166K Buy
1,770
+128
+8% +$11.3K ﹤0.01% 1602
2023
Q4 		$140K Sell
1,642
-89
-5% -$7.14K ﹤0.01% 1584
2023
Q3 		$135K Buy
1,731
+88
+5% +$7.1K ﹤0.01% 1475
2023
Q2 		$131K Sell
1,643
-332
-17% -$25.5K ﹤0.01% 1434
2023
Q1 		$150K Buy
1,975
+215
+12% +$16.4K ﹤0.01% 1318
2022
Q4 		$130K Sell
1,760
-419
-19% -$31K ﹤0.01% 1267
2022
Q3 		$146K Buy
2,179
+794
+57% +$58.4K ﹤0.01% 1170
2022
Q2 		$97K Buy
1,385
+254
+22% +$19.2K ﹤0.01% 1331
2022
Q1 		$91K Buy
1,131
+97
+9% +$7.66K ﹤0.01% 1363
2021
Q4 		$83K Buy
+1,034
New +$79.8K ﹤0.01% 1381
2021
Q2 		$87K Hold
1,182
– – ﹤0.01% 1188
2021
Q1 		$87K Hold
1,182
– – ﹤0.01% 1188
2020
Q4 		$87K Hold
1,182
– – ﹤0.01% 1188
2020
Q3 		$87K Hold
1,182
– – ﹤0.01% 1188
2020
Q2 		$87K Hold
1,182
– – ﹤0.01% 1188
2020
Q1 		$87K Hold
1,182
– – ﹤0.01% 1188
2019
Q4 		$87K Hold
1,182
– – ﹤0.01% 1188
2019
Q3 		$87K Hold
1,182
– – ﹤0.01% 1188
2019
Q2 		$87K Hold
1,182
– – ﹤0.01% 1188
2019
Q1 		$87K Buy
+1,182
New +$59.8K ﹤0.01% 1188

Other funds holding RWL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Invesco S&P 500 Revenue ETF (RWL) stake by 26% in Q1 2026, buying an estimated $98.7K and bringing the position to 4,046 shares worth $465K. The position accounts for ﹤0.01% of the portfolio, ranked #2069.

Carson Wealth (CWM LLC) first reported a position in RWL in Q1 2019 and has held it in 28 quarters since. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,046 shares of Invesco S&P 500 Revenue ETF worth $465K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 837 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $98.7K.
  • Invesco S&P 500 Revenue ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2069 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco S&P 500 Revenue ETF in Q1 2019 and has held it in 28 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

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