Carson Wealth (CWM LLC)’s AAM Transformers ETF TRFM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.32K	Buy	+50	New	+$2.44K	﹤0.01%	5239

Other funds holding TRFM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in AAM Transformers ETF (TRFM) in Q1 2026: 50 shares worth $2.32K. The stake represents ﹤0.01% of the portfolio and ranks #5239 among its holdings.

31 funds tracked by Wall St. Rank hold TRFM as of Q1 2026.

Carson Wealth (CWM LLC) held 50 shares of AAM Transformers ETF worth $2.32K as of Q1 2026.
AAM Transformers ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
AAM Transformers ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5239 holding.
31 funds tracked by Wall St. Rank held AAM Transformers ETF as of Q1 2026.

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