Carson Wealth (CWM LLC)
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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-500
Closed -$26K – 5333
2025
Q1 		$26K Hold
500
– – ﹤0.01% 3496
2024
Q4 		$28K Buy
+500
New +$28K ﹤0.01% 3233