Carson Wealth (CWM LLC)
TFPN icon

Carson Wealth (CWM LLC)’s Blueprint Chesapeake Multi-Asset Trend ETF TFPN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TFPN Stock Details TFPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.51K Hold
234
– – ﹤0.01% 4941
2025
Q4 		$6K Buy
234
+27
+13% +$684 ﹤0.01% 4779
2025
Q3 		$5K Buy
+207
New +$4.89K ﹤0.01% 4762

Other funds holding TFPN

BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return
BA
Brightwater Advisory Tampa, Florida $151M AUM 17.08% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
SPWM
Spartan Planning & Wealth Management Greensboro, North Carolina $150M AUM 38.04% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
B
Bellecapital Zurich, Switzerland $625M AUM 39.69% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Blueprint Chesapeake Multi-Asset Trend ETF (TFPN) position steady in Q1 2026 at 234 shares worth $6.51K. The position accounts for ﹤0.01% of the portfolio, ranked #4941.

Carson Wealth (CWM LLC) first reported a position in TFPN in Q3 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold TFPN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 234 shares of Blueprint Chesapeake Multi-Asset Trend ETF worth $6.51K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Blueprint Chesapeake Multi-Asset Trend ETF share count unchanged in Q1 2026.
  • Blueprint Chesapeake Multi-Asset Trend ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4941 holding.
  • Carson Wealth (CWM LLC) first reported a position in Blueprint Chesapeake Multi-Asset Trend ETF in Q3 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Blueprint Chesapeake Multi-Asset Trend ETF as of Q1 2026.

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