Carson Wealth (CWM LLC)
TSPY

Carson Wealth (CWM LLC)’s TappAlpha S&P 500 Growth & Daily Income ETF TSPY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TSPY Stock Details TSPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$118K Buy
+5,115
New +$127K ﹤0.01% 3116

Other funds holding TSPY

CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $491M AUM 12.29% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
MAMG
Milestone Asset Management Group Avon, Connecticut $171M AUM 20.73% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
CCM
Cloud Capital Management Seattle, Washington $229M AUM 19.91% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in TappAlpha S&P 500 Growth & Daily Income ETF (TSPY) in Q1 2026: 5,115 shares worth $118K. The stake represents ﹤0.01% of the portfolio and ranks #3116 among its holdings.

28 funds tracked by Wall St. Rank hold TSPY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,115 shares of TappAlpha S&P 500 Growth & Daily Income ETF worth $118K as of Q1 2026.
  • TappAlpha S&P 500 Growth & Daily Income ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • TappAlpha S&P 500 Growth & Daily Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3116 holding.
  • 28 funds tracked by Wall St. Rank held TappAlpha S&P 500 Growth & Daily Income ETF as of Q1 2026.

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