Carson Wealth (CWM LLC)’s State Street Galaxy Transformative Tech Accelerators ETF TEKX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$31.7K	Hold	787	–	–	﹤0.01%	4123
2025 Q4	$31K	Hold	787	–	–	﹤0.01%	3942
2025 Q3	$32K	Hold	787	–	–	﹤0.01%	3851
2025 Q2	$25K	Hold	787	–	–	﹤0.01%	3784
2025 Q1	$17K	Hold	787	–	–	﹤0.01%	3816
2024 Q4	$22K	Buy	+787	New	+$25.2K	﹤0.01%	3390

Other funds holding TEKX

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its State Street Galaxy Transformative Tech Accelerators ETF (TEKX) position steady in Q1 2026 at 787 shares worth $31.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4123.

Carson Wealth (CWM LLC) first reported a position in TEKX in Q4 2024 and has held it in 6 quarters since. The position peaked at $32K in Q3 2025. 6 funds tracked by Wall St. Rank hold TEKX as of Q1 2026.

Carson Wealth (CWM LLC) held 787 shares of State Street Galaxy Transformative Tech Accelerators ETF worth $31.7K as of Q1 2026.
Carson Wealth (CWM LLC) left its State Street Galaxy Transformative Tech Accelerators ETF share count unchanged in Q1 2026.
State Street Galaxy Transformative Tech Accelerators ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4123 holding.
Carson Wealth (CWM LLC) first reported a position in State Street Galaxy Transformative Tech Accelerators ETF in Q4 2024 and has held it in 6 quarters since.
Carson Wealth (CWM LLC)'s State Street Galaxy Transformative Tech Accelerators ETF position peaked at $32K in Q3 2025.
6 funds tracked by Wall St. Rank held State Street Galaxy Transformative Tech Accelerators ETF as of Q1 2026.

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