Carson Wealth (CWM LLC)
FPFD icon

Carson Wealth (CWM LLC)’s Fidelity Preferred Securities & Income ETF FPFD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FPFD Stock Details FPFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$53.6K Buy
2,495
+1,073
+75% +$23.5K ﹤0.01% 3772
2025
Q4 		$31K Sell
1,422
-72
-5% -$1.58K ﹤0.01% 3929
2025
Q3 		$33K Sell
1,494
-107
-7% -$2.34K ﹤0.01% 3815
2025
Q2 		$34K Hold
1,601
– – ﹤0.01% 3552
2025
Q1 		$34K Sell
1,601
-74
-4% -$1.6K ﹤0.01% 3283
2024
Q4 		$36K Sell
1,675
-44
-3% -$969 ﹤0.01% 3023
2024
Q3 		$38K Hold
1,719
– – ﹤0.01% 2904
2024
Q2 		$37K Hold
1,719
– – ﹤0.01% 2674
2024
Q1 		$37K Hold
1,719
– – ﹤0.01% 2498
2023
Q4 		$36K Hold
1,719
– – ﹤0.01% 2369
2023
Q3 		$34K Hold
1,719
– – ﹤0.01% 2319
2023
Q2 		$34K Buy
1,719
+50
+3% +$1K ﹤0.01% 2271
2023
Q1 		$34K Buy
1,669
+46
+3% +$955 ﹤0.01% 2125
2022
Q4 		$32K Buy
+1,623
New +$32.2K ﹤0.01% 2040

Other funds holding FPFD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PWA
Prairie Wealth Advisors Omaha, Nebraska $231M AUM 23.67% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Fidelity Preferred Securities & Income ETF (FPFD) stake by 75% in Q1 2026, buying an estimated $23.5K and bringing the position to 2,495 shares worth $53.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3772.

Carson Wealth (CWM LLC) first reported a position in FPFD in Q4 2022 and has held it in 14 quarters since. 18 funds tracked by Wall St. Rank hold FPFD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,495 shares of Fidelity Preferred Securities & Income ETF worth $53.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,073 Fidelity Preferred Securities & Income ETF shares in Q1 2026, an estimated $23.5K.
  • Fidelity Preferred Securities & Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3772 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fidelity Preferred Securities & Income ETF in Q4 2022 and has held it in 14 quarters since.
  • 18 funds tracked by Wall St. Rank held Fidelity Preferred Securities & Income ETF as of Q1 2026.

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