Carson Wealth (CWM LLC)’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$403M	Buy	3,591,581 +599,399	+20%	+$70.8M	1.06%	13
2025 Q4	$357M	Buy	2,992,182 +369,627	+14%	+$44.3M	0.97%	17
2025 Q3	$317M	Buy	2,622,555 +164,530	+7%	+$19.2M	0.95%	18
2025 Q2	$276M	Buy	2,458,025 +1,144,827	+87%	+$114M	0.97%	17
2025 Q1	$122M	Buy	1,313,198 +878,259	+202%	+$85.9M	0.48%	41
2024 Q4	$41.3M	Buy	434,939 +434,569	+117,451%	+$41.2M	0.17%	107
2024 Q3	$34K	Sell	370 -138	-27%	-$12.1K	﹤0.01%	3000
2024 Q2	$44K	Sell	508 -741	-59%	-$60.2K	﹤0.01%	2564
2024 Q1	$100K	Buy	+1,249	New	+$92K	﹤0.01%	1889

Other funds holding SPMO

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 20% in Q1 2026, buying an estimated $70.8M and bringing the position to 3,591,581 shares worth $403M. The position accounts for 1.06% of the portfolio, ranked #13.

Carson Wealth (CWM LLC) first reported a position in SPMO in Q1 2024 and has held it in 9 quarters since. 650 funds tracked by Wall St. Rank hold SPMO as of Q1 2026.

Carson Wealth (CWM LLC) held 3,591,581 shares of Invesco S&P 500 Momentum ETF worth $403M as of Q1 2026.
Carson Wealth (CWM LLC) bought 599,399 Invesco S&P 500 Momentum ETF shares in Q1 2026, an estimated $70.8M.
Invesco S&P 500 Momentum ETF made up 1.06% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #13 holding.
Carson Wealth (CWM LLC) first reported a position in Invesco S&P 500 Momentum ETF in Q1 2024 and has held it in 9 quarters since.
650 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q1 2026.

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