Carson Wealth (CWM LLC)
XMVM icon

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

Carson Wealth (CWM LLC)’s Portfolio XMVM Stock Details XMVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-500
Closed -$26K – 5337
2025
Q1 		$26K Hold
500
– – ﹤0.01% 3499
2024
Q4 		$28K Buy
+500
New +$28.8K ﹤0.01% 3235

Other funds holding XMVM

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s XMVM Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q2 2025, closing a stake of 500 shares — an estimated $26K sold.

Carson Wealth (CWM LLC) first reported a position in XMVM in Q4 2024 and held it in 2 quarters. The position peaked at $28K in Q4 2024. 68 funds tracked by Wall St. Rank hold XMVM as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 500 Invesco S&P MidCap Value with Momentum ETF shares in Q2 2025, an estimated $26K.
  • Carson Wealth (CWM LLC) first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q4 2024 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Invesco S&P MidCap Value with Momentum ETF position peaked at $28K in Q4 2024.
  • 68 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.