Carson Wealth (CWM LLC)
TMFX icon

Carson Wealth (CWM LLC)’s Motley Fool Next Index ETF TMFX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TMFX Stock Details TMFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.98K Sell
99
-19
-16% -$406 ﹤0.01% 5281
2025
Q4 		$3K Hold
118
– – ﹤0.01% 5022
2025
Q3 		$3K Buy
+118
New +$2.5K ﹤0.01% 4947

Other funds holding TMFX

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Motley Fool Next Index ETF (TMFX) stake by 16% in Q1 2026, selling an estimated $406 and leaving 99 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #5281.

Carson Wealth (CWM LLC) first reported a position in TMFX in Q3 2025 and has held it in 3 quarters since. The position peaked at $3K in Q4 2025. 13 funds tracked by Wall St. Rank hold TMFX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 99 shares of Motley Fool Next Index ETF worth $1.98K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 19 Motley Fool Next Index ETF shares in Q1 2026, an estimated $406.
  • Motley Fool Next Index ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5281 holding.
  • Carson Wealth (CWM LLC) first reported a position in Motley Fool Next Index ETF in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Motley Fool Next Index ETF position peaked at $3K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Motley Fool Next Index ETF as of Q1 2026.

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