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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.8K	Buy	650 +250	+63%	+$8.69K	﹤0.01%	4385
2025 Q4	$14K	Hold	400	–	–	﹤0.01%	4391
2025 Q3	$14K	Buy	+400	New	+$14.1K	﹤0.01%	4331
2024 Q4	–	Sell	-147	Closed	-$5K	–	5164
2024 Q3	$5K	Hold	147	–	–	﹤0.01%	4139
2024 Q2	$5K	Hold	147	–	–	﹤0.01%	3904
2024 Q1	$5K	Buy	+147	New	+$4.46K	﹤0.01%	3700
2023 Q3	–	Sell	-50	Closed	-$1K	–	4528
2023 Q2	$1K	Hold	50	–	–	﹤0.01%	4082
2023 Q1	$1K	Hold	50	–	–	﹤0.01%	3938
2022 Q4	$1K	Hold	50	–	–	﹤0.01%	3857
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	3774
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	3650
2022 Q1	$2K	Buy	50 +45	+900%	+$1.41K	﹤0.01%	3234
2021 Q4	$0	Buy	+5	New	+$191	﹤0.01%	3646

Other funds holding TMFS

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Motley Fool Small-Cap Growth ETF (TMFS) stake by 63% in Q1 2026, buying an estimated $8.69K and bringing the position to 650 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4385.

Carson Wealth (CWM LLC) first reported a position in TMFS in Q4 2021 and has held it in 13 quarters since. 29 funds tracked by Wall St. Rank hold TMFS as of Q1 2026.

Carson Wealth (CWM LLC) held 650 shares of Motley Fool Small-Cap Growth ETF worth $20.8K as of Q1 2026.
Carson Wealth (CWM LLC) bought 250 Motley Fool Small-Cap Growth ETF shares in Q1 2026, an estimated $8.69K.
Motley Fool Small-Cap Growth ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4385 holding.
Carson Wealth (CWM LLC) first reported a position in Motley Fool Small-Cap Growth ETF in Q4 2021 and has held it in 13 quarters since.
29 funds tracked by Wall St. Rank held Motley Fool Small-Cap Growth ETF as of Q1 2026.

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