Carson Wealth (CWM LLC)
TPMN

Carson Wealth (CWM LLC)’s Timothy Plan Market Neutral ETF TPMN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TPMN Stock Details TPMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-85
Closed -$2K – 5309
2025
Q1 		$2K Hold
85
– – ﹤0.01% 4821
2024
Q4 		$2K Buy
+85
New +$2.02K ﹤0.01% 4620

Other funds holding TPMN

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TPMN Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Timothy Plan Market Neutral ETF (TPMN) in Q2 2025, closing a stake of 85 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in TPMN in Q4 2024 and held it in 2 quarters. The position peaked at $2K in Q1 2025. 8 funds tracked by Wall St. Rank hold TPMN as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Timothy Plan Market Neutral ETF position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 85 Timothy Plan Market Neutral ETF shares in Q2 2025, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in Timothy Plan Market Neutral ETF in Q4 2024 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Timothy Plan Market Neutral ETF position peaked at $2K in Q1 2025.
  • 8 funds tracked by Wall St. Rank held Timothy Plan Market Neutral ETF as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.