Carson Wealth (CWM LLC)
FPRO icon

Carson Wealth (CWM LLC)’s Fidelity Real Estate Investment ETF FPRO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FPRO Stock Details FPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.8K Buy
254
+2
+0.8% +$47 ﹤0.01% 4973
2025
Q4 		$6K Buy
252
+1
+0.4% +$22 ﹤0.01% 4745
2025
Q3 		$6K Buy
251
+2
+0.8% +$45 ﹤0.01% 4674
2025
Q2 		$6K Buy
+249
New +$5.58K ﹤0.01% 4533

Other funds holding FPRO

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Fidelity Real Estate Investment ETF (FPRO) stake by 0.79% in Q1 2026, buying an estimated $47 and bringing the position to 254 shares worth $5.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4973.

Carson Wealth (CWM LLC) first reported a position in FPRO in Q2 2025 and has held it in 4 quarters since. The position peaked at $6K in Q4 2025. 7 funds tracked by Wall St. Rank hold FPRO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 254 shares of Fidelity Real Estate Investment ETF worth $5.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2 Fidelity Real Estate Investment ETF shares in Q1 2026, an estimated $47.
  • Fidelity Real Estate Investment ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4973 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fidelity Real Estate Investment ETF in Q2 2025 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s Fidelity Real Estate Investment ETF position peaked at $6K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Fidelity Real Estate Investment ETF as of Q1 2026.

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