Carson Wealth (CWM LLC)
TMSL icon

Carson Wealth (CWM LLC)’s T. Rowe Price Small-Mid Cap ETF TMSL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TMSL Stock Details TMSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$748K Buy
20,405
+825
+4% +$31.2K ﹤0.01% 1728
2025
Q4 		$703K Buy
19,580
+11,784
+151% +$418K ﹤0.01% 1710
2025
Q3 		$274K Sell
7,796
-518
-6% -$17.6K ﹤0.01% 2204
2025
Q2 		$273K Buy
8,314
+352
+4% +$10.8K ﹤0.01% 1936
2025
Q1 		$243K Buy
+7,962
New +$259K ﹤0.01% 1800

Other funds holding TMSL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WG
Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its T. Rowe Price Small-Mid Cap ETF (TMSL) stake by 4.2% in Q1 2026, buying an estimated $31.2K and bringing the position to 20,405 shares worth $748K. The position accounts for ﹤0.01% of the portfolio, ranked #1728.

Carson Wealth (CWM LLC) first reported a position in TMSL in Q1 2025 and has held it in 5 quarters since. 151 funds tracked by Wall St. Rank hold TMSL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 20,405 shares of T. Rowe Price Small-Mid Cap ETF worth $748K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 825 T. Rowe Price Small-Mid Cap ETF shares in Q1 2026, an estimated $31.2K.
  • T. Rowe Price Small-Mid Cap ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1728 holding.
  • Carson Wealth (CWM LLC) first reported a position in T. Rowe Price Small-Mid Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • 151 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q1 2026.

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