Carson Wealth (CWM LLC)’s Main Thematic Innovation ETF TMAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24.1K	Buy	1,041 +402	+63%	+$9.85K	﹤0.01%	4302
2025 Q4	$16K	Sell	639 -285	-31%	-$7.57K	﹤0.01%	4309
2025 Q3	$25K	Buy	924 +4	+0.4%	+$101	﹤0.01%	3996
2025 Q2	$21K	Buy	920 +510	+124%	+$10.1K	﹤0.01%	3886
2025 Q1	$7K	Sell	410 -6	-1%	-$125	﹤0.01%	4319
2024 Q4	$9K	Sell	416 -289	-41%	-$5.75K	﹤0.01%	3954
2024 Q3	$13K	Sell	705 -361	-34%	-$6.13K	﹤0.01%	3648
2024 Q2	$18K	Sell	1,066 -17	-2%	-$285	﹤0.01%	3196
2024 Q1	$19K	Buy	+1,083	New	+$17.8K	﹤0.01%	2952

Other funds holding TMAT

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PFM

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $194M AUM 20% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Main Thematic Innovation ETF (TMAT) stake by 63% in Q1 2026, buying an estimated $9.85K and bringing the position to 1,041 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4302.

Carson Wealth (CWM LLC) first reported a position in TMAT in Q1 2024 and has held it in 9 quarters since. The position peaked at $25K in Q3 2025. 41 funds tracked by Wall St. Rank hold TMAT as of Q1 2026.

Carson Wealth (CWM LLC) held 1,041 shares of Main Thematic Innovation ETF worth $24.1K as of Q1 2026.
Carson Wealth (CWM LLC) bought 402 Main Thematic Innovation ETF shares in Q1 2026, an estimated $9.85K.
Main Thematic Innovation ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4302 holding.
Carson Wealth (CWM LLC) first reported a position in Main Thematic Innovation ETF in Q1 2024 and has held it in 9 quarters since.
Carson Wealth (CWM LLC)'s Main Thematic Innovation ETF position peaked at $25K in Q3 2025.
41 funds tracked by Wall St. Rank held Main Thematic Innovation ETF as of Q1 2026.

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