Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC)’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MMTM Stock Details MMTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.57K	Sell	27 -41	-60%	-$12K	﹤0.01%	4888
2025 Q4	$20K	Buy	+68	New	+$19.7K	﹤0.01%	4173
2024 Q3	–	Sell	-352	Closed	-$86K	–	5018
2024 Q2	$86K	Sell	352 -193	-35%	-$44.5K	﹤0.01%	2072
2024 Q1	$125K	Hold	545	–	–	﹤0.01%	1755
2023 Q4	$110K	Sell	545 -282	-34%	-$53.2K	﹤0.01%	1700
2023 Q3	$148K	Buy	827 +282	+52%	+$52.5K	﹤0.01%	1435
2023 Q2	$101K	Hold	545	–	–	﹤0.01%	1560
2023 Q1	$92K	Hold	545	–	–	﹤0.01%	1537
2022 Q4	$91K	Buy	+545	New	+$91.1K	﹤0.01%	1423

Other funds holding MMTM

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MTM Financial Group Bethlehem, Pennsylvania $213M AUM 10.14% 1-Year Est. Return

Western Wealth Management Golden, Colorado $2.62B AUM 21.3% 1-Year Est. Return

Lifetime Wealth Management Rockwall, Texas $176M AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return