Carson Wealth (CWM LLC)’s iPath Select MLP ETN ATMP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.3K	Hold	300	–	–	﹤0.01%	4764
2025 Q4	$9K	Hold	300	–	–	﹤0.01%	4578
2025 Q3	$9K	Hold	300	–	–	﹤0.01%	4510
2025 Q2	$9K	Hold	300	–	–	﹤0.01%	4335
2025 Q1	$9K	Buy	+300	New	+$9.08K	﹤0.01%	4137
2023 Q4	–	Sell	-410	Closed	-$9K	–	4121
2023 Q3	$9K	Buy	+410	New	+$8.5K	﹤0.01%	3170

Other funds holding ATMP

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its iPath Select MLP ETN (ATMP) position steady in Q1 2026 at 300 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4764.

Carson Wealth (CWM LLC) first reported a position in ATMP in Q3 2023 and has held it in 6 quarters since. 38 funds tracked by Wall St. Rank hold ATMP as of Q1 2026.

Carson Wealth (CWM LLC) held 300 shares of iPath Select MLP ETN worth $10.3K as of Q1 2026.
Carson Wealth (CWM LLC) left its iPath Select MLP ETN share count unchanged in Q1 2026.
iPath Select MLP ETN made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4764 holding.
Carson Wealth (CWM LLC) first reported a position in iPath Select MLP ETN in Q3 2023 and has held it in 6 quarters since.
38 funds tracked by Wall St. Rank held iPath Select MLP ETN as of Q1 2026.

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