Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Alerian MLP ETF AMLP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AMLP Stock Details AMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.8M Buy
34,258
+2,344
+7% +$119K ﹤0.01% 1247
2025
Q4 		$1.5M Sell
31,914
-1,272
-4% -$59.5K ﹤0.01% 1283
2025
Q3 		$1.56M Buy
33,186
+8,287
+33% +$401K ﹤0.01% 1202
2025
Q2 		$1.22M Sell
24,899
-2,882
-10% -$140K ﹤0.01% 1158
2025
Q1 		$1.44M Sell
27,781
-5,084
-15% -$261K 0.01% 958
2024
Q4 		$1.58M Buy
32,865
+20,440
+165% +$982K 0.01% 877
2024
Q3 		$586K Buy
12,425
+201
+2% +$9.51K ﹤0.01% 1255
2024
Q2 		$587K Sell
12,224
-966
-7% -$45.1K ﹤0.01% 1127
2024
Q1 		$626K Buy
13,190
+874
+7% +$39.3K ﹤0.01% 1047
2023
Q4 		$524K Buy
12,316
+6,972
+130% +$296K ﹤0.01% 1042
2023
Q3 		$226K Sell
5,344
-829
-13% -$34K ﹤0.01% 1261
2023
Q2 		$242K Sell
6,173
-5,289
-46% -$205K ﹤0.01% 1182
2023
Q1 		$443K Buy
11,462
+6,746
+143% +$264K ﹤0.01% 925
2022
Q4 		$180K Buy
4,716
+443
+10% +$17.4K ﹤0.01% 1137
2022
Q3 		$156K Sell
4,273
-5,335
-56% -$203K ﹤0.01% 1146
2022
Q2 		$331K Buy
9,608
+900
+10% +$34.5K ﹤0.01% 860
2022
Q1 		$334K Buy
8,708
+8,617
+9,469% +$317K ﹤0.01% 849
2021
Q4 		$3K Buy
+91
New +$3.08K ﹤0.01% 2932
2021
Q2 		$3K Hold
74
– – ﹤0.01% 2492
2021
Q1 		$3K Hold
74
– – ﹤0.01% 2492
2020
Q4 		$3K Hold
74
– – ﹤0.01% 2492
2020
Q3 		$3K Hold
74
– – ﹤0.01% 2492
2020
Q2 		$3K Buy
74
+59
+393% +$1.45K ﹤0.01% 2492
2020
Q1 		$3K Hold
15
– – ﹤0.01% 2492
2019
Q4 		$3K Hold
15
– – ﹤0.01% 2492
2019
Q3 		$3K Hold
15
– – ﹤0.01% 2492
2019
Q2 		$3K Hold
15
– – ﹤0.01% 2492
2019
Q1 		$3K Buy
+15
New +$735 ﹤0.01% 2492
2018
Q4 		– Sell
-60
Closed -$3K – 2079
2018
Q3 		$3K Buy
+60
New +$3.24K ﹤0.01% 1435
2018
Q2 		– Sell
-1,395
Closed -$65K – 1684
2018
Q1 		$65K Buy
+1,395
New +$74.6K ﹤0.01% 507
2017
Q3 		– Sell
-6,602
Closed -$395K – 1460
2017
Q2 		$395K Buy
6,602
+6,482
+5,402% +$395K 0.02% 259
2017
Q1 		$8K Sell
120
-790
-87% -$50.7K ﹤0.01% 788
2016
Q4 		$57K Hold
910
– – ﹤0.01% 428
2016
Q3 		$58K Hold
910
– – ﹤0.01% 399
2016
Q2 		$58K Sell
910
-360
-28% -$21.7K ﹤0.01% 361
2016
Q1 		$69K Sell
1,270
-102
-7% -$5.18K 0.01% 310
2015
Q4 		$83K Buy
1,372
+497
+57% +$31.1K 0.01% 273
2015
Q3 		$55K Buy
+875
New +$63.6K 0.01% 278
2014
Q4 		– Sell
-16,761
Closed -$1.61M – 173
2014
Q3 		$1.61M Sell
16,761
-1,383
-8% -$131K 0.23% 107
2014
Q2 		$1.72M Sell
18,144
-19,012
-51% -$1.73M 0.31% 96
2014
Q1 		$3.28M Buy
37,156
+227
+0.6% +$19.9K 0.45% 53
2013
Q4 		$3.29M Buy
36,929
+1,524
+4% +$134K 0.51% 48
2013
Q3 		$3.11M Buy
+35,405
New +$3.12M 0.82% 36

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Alerian MLP ETF (AMLP) stake by 7.3% in Q1 2026, buying an estimated $119K and bringing the position to 34,258 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

Carson Wealth (CWM LLC) first reported a position in AMLP in Q3 2013 and has held it in 43 quarters since. The position peaked at $3.29M in Q4 2013. 815 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 34,258 shares of Alerian MLP ETF worth $1.8M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,344 Alerian MLP ETF shares in Q1 2026, an estimated $119K.
  • Alerian MLP ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1247 holding.
  • Carson Wealth (CWM LLC) first reported a position in Alerian MLP ETF in Q3 2013 and has held it in 43 quarters since.
  • Carson Wealth (CWM LLC)'s Alerian MLP ETF position peaked at $3.29M in Q4 2013.
  • 815 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

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