Carson Wealth (CWM LLC)
AMZA icon

Carson Wealth (CWM LLC)’s InfraCap MLP ETF AMZA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AMZA Stock Details AMZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.94K Hold
42
– – ﹤0.01% 5286
2025
Q4 		$2K Hold
42
– – ﹤0.01% 5051
2025
Q3 		$2K Buy
42
+22
+110% +$931 ﹤0.01% 4970
2025
Q2 		$1K Sell
20
-85
-81% -$3.62K ﹤0.01% 4963
2025
Q1 		$5K Buy
105
+2
+2% +$94 ﹤0.01% 4424
2024
Q4 		$4K Sell
103
-349
-77% -$14.8K ﹤0.01% 4268
2024
Q3 		$18K Buy
452
+351
+348% +$14.3K ﹤0.01% 3414
2024
Q2 		$4K Buy
101
+2
+2% +$80 ﹤0.01% 3926
2024
Q1 		$4K Buy
99
+3
+3% +$114 ﹤0.01% 3726
2023
Q4 		$3K Sell
96
-398
-81% -$14K ﹤0.01% 3660
2023
Q3 		$17K Buy
494
+2
+0.4% +$68 ﹤0.01% 2773
2023
Q2 		$16K Buy
492
+1
+0.2% +$32 ﹤0.01% 2768
2023
Q1 		$16K Buy
491
+3
+0.6% +$98 ﹤0.01% 2637
2022
Q4 		$15K Hold
488
– – ﹤0.01% 2539
2022
Q3 		$14K Buy
488
+22
+5% +$662 ﹤0.01% 2448
2022
Q2 		$12K Buy
466
+1
+0.2% +$30 ﹤0.01% 2449
2022
Q1 		$14K Buy
465
+19
+4% +$557 ﹤0.01% 2279
2021
Q4 		$11K Buy
+446
New +$11.9K ﹤0.01% 2282
2021
Q2 		$6K Hold
203
– – ﹤0.01% 2277
2021
Q1 		$6K Hold
203
– – ﹤0.01% 2277
2020
Q4 		$6K Hold
203
– – ﹤0.01% 2277
2020
Q3 		$6K Hold
203
– – ﹤0.01% 2277
2020
Q2 		$6K Hold
203
– – ﹤0.01% 2277
2020
Q1 		$6K Buy
203
+183
+915% +$5.97K ﹤0.01% 2277
2019
Q4 		$6K Hold
20
– – ﹤0.01% 2277
2019
Q3 		$6K Hold
20
– – ﹤0.01% 2277
2019
Q2 		$6K Hold
20
– – ﹤0.01% 2277
2019
Q1 		$6K Buy
+20
New +$1.17K ﹤0.01% 2277
2018
Q4 		– Sell
-47
Closed -$4K – 2080
2018
Q3 		$4K Buy
+47
New +$3.63K ﹤0.01% 1375

Other funds holding AMZA

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its InfraCap MLP ETF (AMZA) position steady in Q1 2026 at 42 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #5286.

Carson Wealth (CWM LLC) first reported a position in AMZA in Q3 2018 and has held it in 29 quarters since. The position peaked at $18K in Q3 2024. 70 funds tracked by Wall St. Rank hold AMZA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 42 shares of InfraCap MLP ETF worth $1.94K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its InfraCap MLP ETF share count unchanged in Q1 2026.
  • InfraCap MLP ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5286 holding.
  • Carson Wealth (CWM LLC) first reported a position in InfraCap MLP ETF in Q3 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s InfraCap MLP ETF position peaked at $18K in Q3 2024.
  • 70 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q1 2026.

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