Carson Wealth (CWM LLC)
XSLV icon

Carson Wealth (CWM LLC)’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XSLV Stock Details XSLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$199K Buy
4,217
+1,643
+64% +$79.3K ﹤0.01% 2750
2025
Q4 		$119K Hold
2,574
– – ﹤0.01% 2936
2025
Q3 		$119K Hold
2,574
– – ﹤0.01% 2842
2025
Q2 		$117K Sell
2,574
-376
-13% -$16.9K ﹤0.01% 2584
2025
Q1 		$136K Sell
2,950
-267
-8% -$12.5K ﹤0.01% 2175
2024
Q4 		$152K Hold
3,217
– – ﹤0.01% 2012
2024
Q3 		$155K Hold
3,217
– – ﹤0.01% 1903
2024
Q2 		$140K Sell
3,217
-774
-19% -$33.5K ﹤0.01% 1775
2024
Q1 		$176K Sell
3,991
-344
-8% -$14.9K ﹤0.01% 1574
2023
Q4 		$191K Sell
4,335
-92
-2% -$3.75K ﹤0.01% 1442
2023
Q3 		$175K Sell
4,427
-115
-3% -$4.73K ﹤0.01% 1359
2023
Q2 		$181K Sell
4,542
-639
-12% -$25.8K ﹤0.01% 1292
2023
Q1 		$219K Buy
5,181
+816
+19% +$37K ﹤0.01% 1163
2022
Q4 		$195K Sell
4,365
-423
-9% -$18.9K ﹤0.01% 1112
2022
Q3 		$194K Buy
4,788
+2,299
+92% +$104K ﹤0.01% 1070
2022
Q2 		$111K Buy
2,489
+148
+6% +$6.8K ﹤0.01% 1276
2022
Q1 		$115K Buy
2,341
+187
+9% +$9.17K ﹤0.01% 1276
2021
Q4 		$112K Buy
+2,154
New +$108K ﹤0.01% 1254
2021
Q2 		$129K Hold
2,761
– – ﹤0.01% 1046
2021
Q1 		$129K Hold
2,761
– – ﹤0.01% 1046
2020
Q4 		$129K Hold
2,761
– – ﹤0.01% 1046
2020
Q3 		$129K Hold
2,761
– – ﹤0.01% 1046
2020
Q2 		$129K Hold
2,761
– – ﹤0.01% 1046
2020
Q1 		$129K Hold
2,761
– – ﹤0.01% 1046
2019
Q4 		$129K Hold
2,761
– – ﹤0.01% 1046
2019
Q3 		$129K Hold
2,761
– – ﹤0.01% 1046
2019
Q2 		$129K Hold
2,761
– – ﹤0.01% 1046
2019
Q1 		$129K Buy
+2,761
New +$128K ﹤0.01% 1046

Other funds holding XSLV

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 64% in Q1 2026, buying an estimated $79.3K and bringing the position to 4,217 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #2750.

Carson Wealth (CWM LLC) first reported a position in XSLV in Q1 2019 and has held it in 28 quarters since. The position peaked at $219K in Q1 2023. 98 funds tracked by Wall St. Rank hold XSLV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,217 shares of Invesco S&P SmallCap Low Volatility ETF worth $199K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,643 Invesco S&P SmallCap Low Volatility ETF shares in Q1 2026, an estimated $79.3K.
  • Invesco S&P SmallCap Low Volatility ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2750 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco S&P SmallCap Low Volatility ETF position peaked at $219K in Q1 2023.
  • 98 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2026.

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