Carson Wealth (CWM LLC)’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$44K	Buy	+1,557	New	+$46.2K	﹤0.01%	3910
2024 Q2	–	Sell	-184	Closed	-$6K	–	4940
2024 Q1	$6K	Buy	+184	New	+$5.28K	﹤0.01%	3612
2023 Q1	–	Sell	-8,546	Closed	-$196K	–	4342
2022 Q4	$196K	Hold	8,546	–	–	﹤0.01%	1109
2022 Q3	$190K	Hold	8,546	–	–	﹤0.01%	1079
2022 Q2	$197K	Buy	+8,546	New	+$216K	﹤0.01%	1055
2022 Q1	–	Sell	-8,549	Closed	-$274K	–	3869
2021 Q4	$274K	Buy	+8,549	New	+$270K	﹤0.01%	909

Other funds holding TMFG

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

Caprock Group Boise, Idaho $4.12B AUM

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Motley Fool Global Opportunities ETF (TMFG) in Q1 2026: 1,557 shares worth $44K. The stake represents ﹤0.01% of the portfolio and ranks #3910 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in TMFG as recently as Q1 2024.

Carson Wealth (CWM LLC) first reported a position in TMFG in Q4 2021 and has held it in 6 quarters since. The position peaked at $274K in Q4 2021. 63 funds tracked by Wall St. Rank hold TMFG as of Q1 2026.

Carson Wealth (CWM LLC) held 1,557 shares of Motley Fool Global Opportunities ETF worth $44K as of Q1 2026.
Motley Fool Global Opportunities ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
Motley Fool Global Opportunities ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3910 holding.
Carson Wealth (CWM LLC) first reported a position in Motley Fool Global Opportunities ETF in Q4 2021 and has held it in 6 quarters since.
Carson Wealth (CWM LLC)'s Motley Fool Global Opportunities ETF position peaked at $274K in Q4 2021.
63 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q1 2026.

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