Carson Wealth (CWM LLC)
UPGD icon

Carson Wealth (CWM LLC)’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio UPGD Stock Details UPGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$629K Hold
8,626
– – ﹤0.01% 1847
2025
Q4 		$638K Sell
8,626
-100
-1% -$7.44K ﹤0.01% 1775
2025
Q3 		$653K Sell
8,726
-250
-3% -$18.4K ﹤0.01% 1647
2025
Q2 		$637K Hold
8,976
– – ﹤0.01% 1489
2025
Q1 		$628K Hold
8,976
– – ﹤0.01% 1368
2024
Q4 		$620K Buy
8,976
+2,248
+33% +$163K ﹤0.01% 1300
2024
Q3 		$483K Hold
6,728
– – ﹤0.01% 1329
2024
Q2 		$441K Buy
6,728
+564
+9% +$36.7K ﹤0.01% 1236
2024
Q1 		$408K Hold
6,164
– – ﹤0.01% 1210
2023
Q4 		$381K Buy
6,164
+5,739
+1,350% +$322K ﹤0.01% 1166
2023
Q3 		$24K Sell
425
-447
-51% -$26.1K ﹤0.01% 2581
2023
Q2 		$51K Buy
872
+447
+105% +$24.7K ﹤0.01% 1978
2023
Q1 		$24K Hold
425
– – ﹤0.01% 2385
2022
Q4 		$23K Sell
425
-1,173
-73% -$63.6K ﹤0.01% 2276
2022
Q3 		$81K Hold
1,598
– – ﹤0.01% 1434
2022
Q2 		$82K Hold
1,598
– – ﹤0.01% 1398
2022
Q1 		$98K Hold
1,598
– – ﹤0.01% 1333
2021
Q4 		$100K Buy
+1,598
New +$100K ﹤0.01% 1294
2021
Q2 		$98K Hold
1,596
– – ﹤0.01% 1150
2021
Q1 		$98K Hold
1,596
– – ﹤0.01% 1150
2020
Q4 		$98K Hold
1,596
– – ﹤0.01% 1150
2020
Q3 		$98K Hold
1,596
– – ﹤0.01% 1150
2020
Q2 		$98K Hold
1,596
– – ﹤0.01% 1150
2020
Q1 		$98K Hold
1,596
– – ﹤0.01% 1150
2019
Q4 		$98K Hold
1,596
– – ﹤0.01% 1150
2019
Q3 		$98K Hold
1,596
– – ﹤0.01% 1150
2019
Q2 		$98K Hold
1,596
– – ﹤0.01% 1150
2019
Q1 		$98K Buy
+1,596
New +$67.1K ﹤0.01% 1150

Other funds holding UPGD

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AGP
Aspire Growth Partners Miromar Lakes, Florida $172M AUM 33.61% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TWPM
Total Wealth Planning & Management Ponte Vedra Beach, Florida $148M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MQWP
Morey & Quinn Wealth Partners Omaha, Nebraska $155M AUM 27.53% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) position steady in Q1 2026 at 8,626 shares worth $629K. The position accounts for ﹤0.01% of the portfolio, ranked #1847.

Carson Wealth (CWM LLC) first reported a position in UPGD in Q1 2019 and has held it in 28 quarters since. The position peaked at $653K in Q3 2025. 31 funds tracked by Wall St. Rank hold UPGD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,626 shares of Invesco Bloomberg Analyst Rating Improvers ETF worth $629K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Invesco Bloomberg Analyst Rating Improvers ETF share count unchanged in Q1 2026.
  • Invesco Bloomberg Analyst Rating Improvers ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1847 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $653K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2026.

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