Carson Wealth (CWM LLC)
XRLV

Carson Wealth (CWM LLC)’s Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF XRLV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XRLV Stock Details XRLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-116
Closed -$4K – 3310
2018
Q4 		$4K Buy
+116
New +$3.97K ﹤0.01% 1621

Other funds holding XRLV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s XRLV Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) in Q1 2019, closing a stake of 116 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in XRLV in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 27 funds tracked by Wall St. Rank hold XRLV as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 116 Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF shares in Q1 2019, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in Q4 2018 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position peaked at $4K in Q4 2018.
  • 27 funds tracked by Wall St. Rank held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.