Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Cambria Global Momentum ETF GMOM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GMOM Stock Details GMOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1K Hold
28
– – ﹤0.01% 5397
2025
Q4 		$1K Hold
28
– – ﹤0.01% 5222
2025
Q3 		$1K Hold
28
– – ﹤0.01% 5125
2025
Q2 		$1K Hold
28
– – ﹤0.01% 5004
2025
Q1 		$1K Hold
28
– – ﹤0.01% 4907
2024
Q4 		$1K Buy
+28
New +$829 ﹤0.01% 4709

Other funds holding GMOM

AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BCG
Bravias Capital Group Iselin, New Jersey $168M AUM 24.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Cambria Global Momentum ETF (GMOM) position steady in Q1 2026 at 28 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #5397.

Carson Wealth (CWM LLC) first reported a position in GMOM in Q4 2024 and has held it in 6 quarters since. 23 funds tracked by Wall St. Rank hold GMOM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 28 shares of Cambria Global Momentum ETF worth $1K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Cambria Global Momentum ETF share count unchanged in Q1 2026.
  • Cambria Global Momentum ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5397 holding.
  • Carson Wealth (CWM LLC) first reported a position in Cambria Global Momentum ETF in Q4 2024 and has held it in 6 quarters since.
  • 23 funds tracked by Wall St. Rank held Cambria Global Momentum ETF as of Q1 2026.

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