CFI
MAGA icon

CARLSON FINANCIAL, INC.’s Truth Social America First ETF MAGA Stock Holding History

CARLSON FINANCIAL, INC.’s Portfolio MAGA Stock Details MAGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$257K Sell
4,589
-250
-5% -$13.7K 0.13% 157
2026
Q1 		$259K Sell
4,839
-35
-0.7% -$1.89K 0.15% 140
2025
Q4 		$250K Buy
+4,874
New +$253K 0.15% 150

Other funds holding MAGA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
TAP
Tounjian Advisory Partners Fort Myers, Florida $234M AUM 22.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

CARLSON FINANCIAL, INC.'s MAGA Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. reduced its Truth Social America First ETF (MAGA) stake by 5.2% in Q2 2026, selling an estimated $13.7K and leaving 4,589 shares worth $257K. The position accounts for 0.13% of the portfolio, ranked #157.

CARLSON FINANCIAL, INC. first reported a position in MAGA in Q4 2025 and has held it in 3 quarters since. The position peaked at $259K in Q1 2026. 19 funds tracked by Wall St. Rank hold MAGA as of Q2 2026.

  • CARLSON FINANCIAL, INC. held 4,589 shares of Truth Social America First ETF worth $257K as of Q2 2026.
  • CARLSON FINANCIAL, INC. sold 250 Truth Social America First ETF shares in Q2 2026, an estimated $13.7K.
  • Truth Social America First ETF made up 0.13% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #157 holding.
  • CARLSON FINANCIAL, INC. first reported a position in Truth Social America First ETF in Q4 2025 and has held it in 3 quarters since.
  • CARLSON FINANCIAL, INC.'s Truth Social America First ETF position peaked at $259K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held Truth Social America First ETF as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.