Carson Wealth (CWM LLC)
XMHQ icon

Carson Wealth (CWM LLC)’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XMHQ Stock Details XMHQ Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$12.5M Buy
2025
Q2 		$1.25M Buy
2025
Q1 		$979K Buy
2024
Q4 		$832K Buy
2024
Q3 		$455K Buy
2024
Q2 		$69K Buy
2024
Q1 		$65K Buy