Carson Wealth (CWM LLC)’s CrossAmerica Partners CAPL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$70.4K	Hold	3,387	–	–	﹤0.01%	3542
2025 Q4	$70K	Buy	3,387 +887	+35%	+$18.2K	﹤0.01%	3352
2025 Q3	$53K	Hold	2,500	–	–	﹤0.01%	3480
2025 Q2	$52K	Hold	2,500	–	–	﹤0.01%	3247
2025 Q1	$61K	Hold	2,500	–	–	﹤0.01%	2804
2024 Q4	$55K	Hold	2,500	–	–	﹤0.01%	2726
2024 Q3	$52K	Hold	2,500	–	–	﹤0.01%	2654
2024 Q2	$50K	Hold	2,500	–	–	﹤0.01%	2473
2024 Q1	$57K	Hold	2,500	–	–	﹤0.01%	2215
2023 Q4	$57K	Hold	2,500	–	–	﹤0.01%	2086
2023 Q3	$54K	Hold	2,500	–	–	﹤0.01%	2008
2023 Q2	$49K	Hold	2,500	–	–	﹤0.01%	1997
2023 Q1	$54K	Buy	+2,500	New	+$53.1K	﹤0.01%	1821

Other funds holding CAPL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its CrossAmerica Partners (CAPL) position steady in Q1 2026 at 3,387 shares worth $70.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3542.

Carson Wealth (CWM LLC) first reported a position in CAPL in Q1 2023 and has held it in 13 quarters since. 62 funds tracked by Wall St. Rank hold CAPL as of Q1 2026.

Carson Wealth (CWM LLC) held 3,387 shares of CrossAmerica Partners worth $70.4K as of Q1 2026.
Carson Wealth (CWM LLC) left its CrossAmerica Partners share count unchanged in Q1 2026.
CrossAmerica Partners made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3542 holding.
Carson Wealth (CWM LLC) first reported a position in CrossAmerica Partners in Q1 2023 and has held it in 13 quarters since.
62 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q1 2026.

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