Carson Wealth (CWM LLC)’s TBG Dividend Focus ETF TBG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$207K	Sell	5,924 -810	-12%	-$28.6K	﹤0.01%	2714
2025 Q4	$225K	Buy	6,734 +2,175	+48%	+$72.3K	﹤0.01%	2474
2025 Q3	$151K	Buy	+4,559	New	+$151K	﹤0.01%	2667
2024 Q2	–	Sell	-23,602	Closed	-$697K	–	4931
2024 Q1	$697K	Buy	23,602 +20,265	+607%	+$568K	﹤0.01%	1000
2023 Q4	$91K	Buy	+3,337	New	+$86.9K	﹤0.01%	1821

Other funds holding TBG

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

SCA

Stokes Capital Advisors Greenwood, South Carolina $467M AUM 14.84% 1-Year Est. Return

BFS

Boyer Financial Services Newport Beach, California $118M AUM

IWP

Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its TBG Dividend Focus ETF (TBG) stake by 12% in Q1 2026, selling an estimated $28.6K and leaving 5,924 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #2714.

Carson Wealth (CWM LLC) first reported a position in TBG in Q4 2023 and has held it in 5 quarters since. The position peaked at $697K in Q1 2024. 25 funds tracked by Wall St. Rank hold TBG as of Q1 2026.

Carson Wealth (CWM LLC) held 5,924 shares of TBG Dividend Focus ETF worth $207K as of Q1 2026.
Carson Wealth (CWM LLC) sold 810 TBG Dividend Focus ETF shares in Q1 2026, an estimated $28.6K.
TBG Dividend Focus ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2714 holding.
Carson Wealth (CWM LLC) first reported a position in TBG Dividend Focus ETF in Q4 2023 and has held it in 5 quarters since.
Carson Wealth (CWM LLC)'s TBG Dividend Focus ETF position peaked at $697K in Q1 2024.
25 funds tracked by Wall St. Rank held TBG Dividend Focus ETF as of Q1 2026.

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