Carson Wealth (CWM LLC)
XMMO icon

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

Carson Wealth (CWM LLC)’s Portfolio XMMO Stock Details XMMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27.7M Sell
190,951
-81,820
-30% -$11.8M 0.07% 252
2025
Q4 		$37.8M Sell
272,771
-3,375
-1% -$461K 0.1% 180
2025
Q3 		$37.3M Buy
276,146
+2,537
+0.9% +$334K 0.11% 159
2025
Q2 		$35.2M Sell
273,609
-11,085
-4% -$1.32M 0.12% 150
2025
Q1 		$32.4M Buy
284,694
+37,996
+15% +$4.68M 0.13% 149
2024
Q4 		$30.5M Buy
246,698
+143,674
+139% +$18.2M 0.13% 145
2024
Q3 		$12.4M Buy
103,024
+55,443
+117% +$6.43M 0.05% 277
2024
Q2 		$5.42M Buy
47,581
+7,460
+19% +$842K 0.03% 404
2024
Q1 		$4.61M Buy
40,121
+17,711
+79% +$1.79M 0.02% 435
2023
Q4 		$2.01M Buy
22,410
+6,403
+40% +$526K 0.01% 576
2023
Q3 		$1.29M Buy
16,007
+6,467
+68% +$526K 0.01% 652
2023
Q2 		$759K Buy
9,540
+4,380
+85% +$330K ﹤0.01% 801
2023
Q1 		$390K Sell
5,160
-578
-10% -$44.3K ﹤0.01% 969
2022
Q4 		$432K Sell
5,738
-258
-4% -$19.8K ﹤0.01% 858
2022
Q3 		$418K Sell
5,996
-515
-8% -$39.4K ﹤0.01% 807
2022
Q2 		$463K Sell
6,511
-303
-4% -$24.2K ﹤0.01% 759
2022
Q1 		$588K Sell
6,814
-201,044
-97% -$17.1M ﹤0.01% 678
2021
Q4 		$18.9M Buy
+207,858
New +$18.8M 0.13% 151
2021
Q2 		$31.1M Hold
363,232
– – 0.25% 71
2021
Q1 		$31.1M Hold
363,232
– – 0.25% 71
2020
Q4 		$31.1M Hold
363,232
– – 0.25% 71
2020
Q3 		$31.1M Hold
363,232
– – 0.25% 71
2020
Q2 		$31.1M Hold
363,232
– – 0.25% 71
2020
Q1 		$31.1M Hold
363,232
– – 0.25% 71
2019
Q4 		$31.1M Hold
363,232
– – 0.25% 71
2019
Q3 		$31.1M Hold
363,232
– – 0.25% 71
2019
Q2 		$31.1M Hold
363,232
– – 0.25% 71
2019
Q1 		$31.1M Buy
+363,232
New +$19.1M 0.25% 71

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 30% in Q1 2026, selling an estimated $11.8M and leaving 190,951 shares worth $27.7M. The position accounts for 0.07% of the portfolio, ranked #252.

Carson Wealth (CWM LLC) first reported a position in XMMO in Q1 2019 and has held it in 28 quarters since. The position peaked at $37.8M in Q4 2025. 428 funds tracked by Wall St. Rank hold XMMO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 190,951 shares of Invesco S&P MidCap Momentum ETF worth $27.7M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 81,820 Invesco S&P MidCap Momentum ETF shares in Q1 2026, an estimated $11.8M.
  • Invesco S&P MidCap Momentum ETF made up 0.07% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #252 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco S&P MidCap Momentum ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco S&P MidCap Momentum ETF position peaked at $37.8M in Q4 2025.
  • 428 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2026.

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