Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FMAT Stock Details FMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$309K Buy
5,358
+3,713
+226% +$218K ﹤0.01% 2361
2025
Q4 		$87K Sell
1,645
-1,171
-42% -$60.4K ﹤0.01% 3174
2025
Q3 		$148K Sell
2,816
-378
-12% -$19.7K ﹤0.01% 2680
2025
Q2 		$159K Sell
3,194
-1,366
-30% -$65.5K ﹤0.01% 2368
2025
Q1 		$220K Buy
4,560
+3,304
+263% +$164K ﹤0.01% 1860
2024
Q4 		$61K Buy
1,256
+64
+5% +$3.38K ﹤0.01% 2642
2024
Q3 		$65K Buy
1,192
+1,182
+11,820% +$60.6K ﹤0.01% 2490
2024
Q2 		$0 Sell
10
-2,093
-100% -$106K ﹤0.01% 4697
2024
Q1 		$110K Buy
2,103
+18
+0.9% +$876 ﹤0.01% 1820
2023
Q4 		$102K Sell
2,085
-5,043
-71% -$227K ﹤0.01% 1757
2023
Q3 		$315K Buy
7,128
+1,533
+27% +$70.9K ﹤0.01% 1140
2023
Q2 		$261K Buy
5,595
+3,208
+134% +$144K ﹤0.01% 1162
2023
Q1 		$109K Sell
2,387
-227
-9% -$10.4K ﹤0.01% 1449
2022
Q4 		$114K Buy
2,614
+841
+47% +$36.2K ﹤0.01% 1324
2022
Q3 		$67K Buy
+1,773
New +$74.8K ﹤0.01% 1518

Other funds holding FMAT

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Fidelity MSCI Materials Index ETF (FMAT) stake by 226% in Q1 2026, buying an estimated $218K and bringing the position to 5,358 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #2361.

Carson Wealth (CWM LLC) first reported a position in FMAT in Q3 2022 and has held it in 15 quarters since. The position peaked at $315K in Q3 2023. 133 funds tracked by Wall St. Rank hold FMAT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,358 shares of Fidelity MSCI Materials Index ETF worth $309K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,713 Fidelity MSCI Materials Index ETF shares in Q1 2026, an estimated $218K.
  • Fidelity MSCI Materials Index ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2361 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fidelity MSCI Materials Index ETF in Q3 2022 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s Fidelity MSCI Materials Index ETF position peaked at $315K in Q3 2023.
  • 133 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2026.

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