Carson Wealth (CWM LLC)
TCAF icon

Carson Wealth (CWM LLC)’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TCAF Stock Details TCAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.43M Buy
68,302
+1,099
+2% +$41.1K 0.01% 1123
2025
Q4 		$2.57M Buy
67,203
+11,708
+21% +$448K 0.01% 1048
2025
Q3 		$2.09M Buy
55,495
+3,469
+7% +$127K 0.01% 1073
2025
Q2 		$1.83M Buy
52,026
+3,792
+8% +$124K 0.01% 984
2025
Q1 		$1.56M Buy
48,234
+4,433
+10% +$149K 0.01% 926
2024
Q4 		$1.46M Buy
43,801
+22,718
+108% +$766K 0.01% 912
2024
Q3 		$701K Buy
21,083
+3,854
+22% +$123K ﹤0.01% 1187
2024
Q2 		$541K Buy
17,229
+8,765
+104% +$266K ﹤0.01% 1162
2024
Q1 		$256K Sell
8,464
-2,137
-20% -$61.6K ﹤0.01% 1401
2023
Q4 		$293K Buy
+10,601
New +$275K ﹤0.01% 1260

Other funds holding TCAF

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return