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 $445B AUM 25.58% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

PFA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MFG

MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return

LWM

Lifetime Wealth Management Rockwall, Texas $171M AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) stake by 60% in Q1 2026, selling an estimated $12K and leaving 27 shares worth $7.57K. The position accounts for ﹤0.01% of the portfolio, ranked #4888.

Carson Wealth (CWM LLC) first reported a position in MMTM in Q4 2022 and has held it in 9 quarters since. The position peaked at $148K in Q3 2023. 39 funds tracked by Wall St. Rank hold MMTM as of Q1 2026.

Carson Wealth (CWM LLC) held 27 shares of State Street SPDR S&P 1500 Momentum Tilt ETF worth $7.57K as of Q1 2026.
Carson Wealth (CWM LLC) sold 41 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q1 2026, an estimated $12K.
State Street SPDR S&P 1500 Momentum Tilt ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4888 holding.
Carson Wealth (CWM LLC) first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q4 2022 and has held it in 9 quarters since.
Carson Wealth (CWM LLC)'s State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $148K in Q3 2023.
39 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q1 2026.

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