Carson Wealth (CWM LLC)
TMFE icon

Carson Wealth (CWM LLC)’s Motley Fool Capital Efficiency 100 Index ETF TMFE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TMFE Stock Details TMFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.8K Buy
+544
New +$15.6K ﹤0.01% 4602
2023
Q3 		– Sell
-59
Closed -$1K – 4527
2023
Q2 		$1K Buy
+59
New +$1.02K ﹤0.01% 4081

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MCCP
Mission Creek Capital Partners San Francisco, California $569M AUM 32.57% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Motley Fool Capital Efficiency 100 Index ETF (TMFE) in Q1 2026: 544 shares worth $14.8K. The stake represents ﹤0.01% of the portfolio and ranks #4602 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in TMFE as recently as Q2 2023.

Carson Wealth (CWM LLC) first reported a position in TMFE in Q2 2023 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold TMFE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 544 shares of Motley Fool Capital Efficiency 100 Index ETF worth $14.8K as of Q1 2026.
  • Motley Fool Capital Efficiency 100 Index ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Motley Fool Capital Efficiency 100 Index ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4602 holding.
  • Carson Wealth (CWM LLC) first reported a position in Motley Fool Capital Efficiency 100 Index ETF in Q2 2023 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held Motley Fool Capital Efficiency 100 Index ETF as of Q1 2026.

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