Carson Wealth (CWM LLC)
FDMO icon

Carson Wealth (CWM LLC)’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FDMO Stock Details FDMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$312K Buy
3,900
+3,271
+520% +$275K ﹤0.01% 2357
2025
Q4 		$53K Buy
629
+615
+4,393% +$51.4K ﹤0.01% 3561
2025
Q3 		$1K Buy
+14
New +$1.1K ﹤0.01% 5114
2025
Q2 		– Sell
-236
Closed -$15K – 5164
2025
Q1 		$15K Buy
+236
New +$16.5K ﹤0.01% 3868

Other funds holding FDMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Fidelity Momentum Factor ETF (FDMO) stake by 520% in Q1 2026, buying an estimated $275K and bringing the position to 3,900 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #2357.

Carson Wealth (CWM LLC) first reported a position in FDMO in Q1 2025 and has held it in 4 quarters since. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,900 shares of Fidelity Momentum Factor ETF worth $312K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,271 Fidelity Momentum Factor ETF shares in Q1 2026, an estimated $275K.
  • Fidelity Momentum Factor ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2357 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fidelity Momentum Factor ETF in Q1 2025 and has held it in 4 quarters since.
  • 96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

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