Carson Wealth (CWM LLC)
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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
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$20K Buy
2024
Q3 		– Sell
2024
Q2 		$86K Sell
2024
Q1 		$125K Hold
2023
Q4 		$110K Sell
2023
Q3 		$148K Buy
2023
Q2 		$101K Hold
2023
Q1 		$92K Hold
2022
Q4 		$91K Buy