Carson Wealth (CWM LLC)’s TCW Transform Supply Chain ETF SUPP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.34K	Hold	19	–	–	﹤0.01%	5356
2025 Q4	$1K	Hold	19	–	–	﹤0.01%	5284
2025 Q3	$1K	Sell	19 -1	-5%	-$69	﹤0.01%	5193
2025 Q2	$1K	Hold	20	–	–	﹤0.01%	5076
2025 Q1	$1K	Hold	20	–	–	﹤0.01%	4990
2024 Q4	$1K	Hold	20	–	–	﹤0.01%	4812
2024 Q3	$1K	Hold	20	–	–	﹤0.01%	4717
2024 Q2	$1K	Buy	+20	New	+$1.28K	﹤0.01%	4487

Other funds holding SUPP

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MEG

Millstone Evans Group Boulder, Colorado $167M AUM 24.68% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) held its TCW Transform Supply Chain ETF (SUPP) position steady in Q1 2026 at 19 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #5356.

Carson Wealth (CWM LLC) first reported a position in SUPP in Q2 2024 and has held it in 8 quarters since. 6 funds tracked by Wall St. Rank hold SUPP as of Q1 2026.

Carson Wealth (CWM LLC) held 19 shares of TCW Transform Supply Chain ETF worth $1.34K as of Q1 2026.
Carson Wealth (CWM LLC) left its TCW Transform Supply Chain ETF share count unchanged in Q1 2026.
TCW Transform Supply Chain ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5356 holding.
Carson Wealth (CWM LLC) first reported a position in TCW Transform Supply Chain ETF in Q2 2024 and has held it in 8 quarters since.
6 funds tracked by Wall St. Rank held TCW Transform Supply Chain ETF as of Q1 2026.

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