Carson Wealth (CWM LLC)
FIP icon

Carson Wealth (CWM LLC)’s FTAI Infrastructure FIP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FIP Stock Details FIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.8K Buy
4,213
+1,221
+41% +$6.84K ﹤0.01% 4384
2025
Q4 		$14K Sell
2,992
-104
-3% -$512 ﹤0.01% 4370
2025
Q3 		$13K Buy
3,096
+1,628
+111% +$8.82K ﹤0.01% 4347
2025
Q2 		$9K Buy
1,468
+1,352
+1,166% +$6.84K ﹤0.01% 4350
2025
Q1 		$1K Buy
116
+37
+47% +$231 ﹤0.01% 4901
2024
Q4 		$1K Sell
79
-68
-46% -$583 ﹤0.01% 4705
2024
Q3 		$1K Sell
147
-263
-64% -$2.44K ﹤0.01% 4580
2024
Q2 		$4K Buy
+410
New +$3.13K ﹤0.01% 3952

Other funds holding FIP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WSIB
Washington State Investment Board Olympia, Washington $268M AUM 96.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
CC
Caspian Capital New York $176M AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its FTAI Infrastructure (FIP) stake by 41% in Q1 2026, buying an estimated $6.84K and bringing the position to 4,213 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4384.

Carson Wealth (CWM LLC) first reported a position in FIP in Q2 2024 and has held it in 8 quarters since. 188 funds tracked by Wall St. Rank hold FIP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,213 shares of FTAI Infrastructure worth $20.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,221 FTAI Infrastructure shares in Q1 2026, an estimated $6.84K.
  • FTAI Infrastructure made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4384 holding.
  • Carson Wealth (CWM LLC) first reported a position in FTAI Infrastructure in Q2 2024 and has held it in 8 quarters since.
  • 188 funds tracked by Wall St. Rank held FTAI Infrastructure as of Q1 2026.

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