Carson Wealth (CWM LLC)’s Alpha Architect US Quantitative Momentum ETF QMOM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.85M	Sell	27,021 -35,455	-57%	-$2.47M	﹤0.01%	1236
2025 Q4	$4.08M	Buy	62,476 +2,914	+5%	+$190K	0.01%	862
2025 Q3	$3.84M	Buy	59,562 +1,977	+3%	+$126K	0.01%	828
2025 Q2	$3.74M	Sell	57,585 -2,145	-4%	-$129K	0.01%	686
2025 Q1	$3.55M	Buy	59,730 +12,605	+27%	+$803K	0.01%	630
2024 Q4	$3.02M	Buy	47,125 +21,905	+87%	+$1.47M	0.01%	625
2024 Q3	$1.62M	Sell	25,220 -878	-3%	-$52.6K	0.01%	795
2024 Q2	$1.52M	Sell	26,098 -1,763	-6%	-$102K	0.01%	722
2024 Q1	$1.65M	Buy	27,861 +155	+0.6%	+$8.43K	0.01%	676
2023 Q4	$1.38M	Buy	27,706 +3,129	+13%	+$142K	0.01%	679
2023 Q3	$1.06M	Buy	24,577 +23,558	+2,312%	+$1.07M	0.01%	729
2023 Q2	$47K	Buy	+1,019	New	+$45.3K	﹤0.01%	2042

Other funds holding QMOM

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

VFG

Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return

SFO

Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ODA

One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Alpha Architect US Quantitative Momentum ETF (QMOM) stake by 57% in Q1 2026, selling an estimated $2.47M and leaving 27,021 shares worth $1.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Carson Wealth (CWM LLC) first reported a position in QMOM in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.08M in Q4 2025. 70 funds tracked by Wall St. Rank hold QMOM as of Q1 2026.

Carson Wealth (CWM LLC) held 27,021 shares of Alpha Architect US Quantitative Momentum ETF worth $1.85M as of Q1 2026.
Carson Wealth (CWM LLC) sold 35,455 Alpha Architect US Quantitative Momentum ETF shares in Q1 2026, an estimated $2.47M.
Alpha Architect US Quantitative Momentum ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1236 holding.
Carson Wealth (CWM LLC) first reported a position in Alpha Architect US Quantitative Momentum ETF in Q2 2023 and has held it in 12 quarters since.
Carson Wealth (CWM LLC)'s Alpha Architect US Quantitative Momentum ETF position peaked at $4.08M in Q4 2025.
70 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Momentum ETF as of Q1 2026.

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