Carson Wealth (CWM LLC)
FCPI icon

Carson Wealth (CWM LLC)’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FCPI Stock Details FCPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$60.5K Buy
1,230
+173
+16% +$8.72K ﹤0.01% 3668
2025
Q4 		$52K Hold
1,057
– – ﹤0.01% 3573
2025
Q3 		$53K Buy
1,057
+653
+162% +$31.3K ﹤0.01% 3483
2025
Q2 		$19K Buy
+404
New +$17.7K ﹤0.01% 3939

Other funds holding FCPI

SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Fidelity Stocks for Inflation ETF (FCPI) stake by 16% in Q1 2026, buying an estimated $8.72K and bringing the position to 1,230 shares worth $60.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3668.

Carson Wealth (CWM LLC) first reported a position in FCPI in Q2 2025 and has held it in 4 quarters since. 52 funds tracked by Wall St. Rank hold FCPI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,230 shares of Fidelity Stocks for Inflation ETF worth $60.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 173 Fidelity Stocks for Inflation ETF shares in Q1 2026, an estimated $8.72K.
  • Fidelity Stocks for Inflation ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3668 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fidelity Stocks for Inflation ETF in Q2 2025 and has held it in 4 quarters since.
  • 52 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q1 2026.

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