Carson Wealth (CWM LLC)’s Motley Fool Mid-Cap Growth ETF TMFM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$26.6K	Hold	1,320	–	–	﹤0.01%	4254
2025 Q4	$31K	Hold	1,320	–	–	﹤0.01%	3940
2025 Q3	$33K	Hold	1,320	–	–	﹤0.01%	3823
2025 Q2	$35K	Hold	1,320	–	–	﹤0.01%	3538
2025 Q1	$33K	Hold	1,320	–	–	﹤0.01%	3322
2024 Q4	$34K	Hold	1,320	–	–	﹤0.01%	3088
2024 Q3	$38K	Hold	1,320	–	–	﹤0.01%	2918
2024 Q2	$35K	Hold	1,320	–	–	﹤0.01%	2735
2024 Q1	$36K	Hold	1,320	–	–	﹤0.01%	2525
2023 Q4	$33K	Hold	1,320	–	–	﹤0.01%	2451
2023 Q3	$31K	Hold	1,320	–	–	﹤0.01%	2395
2023 Q2	$32K	Hold	1,320	–	–	﹤0.01%	2327
2023 Q1	$30K	Buy	+1,320	New	+$29.7K	﹤0.01%	2231

Other funds holding TMFM

GTS Securities New York $4.75B AUM 41.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

WPC

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Motley Fool Mid-Cap Growth ETF (TMFM) position steady in Q1 2026 at 1,320 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4254.

Carson Wealth (CWM LLC) first reported a position in TMFM in Q1 2023 and has held it in 13 quarters since. The position peaked at $38K in Q3 2024. 27 funds tracked by Wall St. Rank hold TMFM as of Q1 2026.

Carson Wealth (CWM LLC) held 1,320 shares of Motley Fool Mid-Cap Growth ETF worth $26.6K as of Q1 2026.
Carson Wealth (CWM LLC) left its Motley Fool Mid-Cap Growth ETF share count unchanged in Q1 2026.
Motley Fool Mid-Cap Growth ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4254 holding.
Carson Wealth (CWM LLC) first reported a position in Motley Fool Mid-Cap Growth ETF in Q1 2023 and has held it in 13 quarters since.
Carson Wealth (CWM LLC)'s Motley Fool Mid-Cap Growth ETF position peaked at $38K in Q3 2024.
27 funds tracked by Wall St. Rank held Motley Fool Mid-Cap Growth ETF as of Q1 2026.

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