Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Fidelity Clean Energy ETF FRNW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FRNW Stock Details FRNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.18K Buy
181
+81
+81% +$1.82K ﹤0.01% 5082
2025
Q4 		$2K Buy
+100
New +$2.08K ﹤0.01% 5077

Other funds holding FRNW

VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Fidelity Clean Energy ETF (FRNW) stake by 81% in Q1 2026, buying an estimated $1.82K and bringing the position to 181 shares worth $4.18K. The position accounts for ﹤0.01% of the portfolio, ranked #5082.

Carson Wealth (CWM LLC) first reported a position in FRNW in Q4 2025 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold FRNW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 181 shares of Fidelity Clean Energy ETF worth $4.18K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 81 Fidelity Clean Energy ETF shares in Q1 2026, an estimated $1.82K.
  • Fidelity Clean Energy ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5082 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fidelity Clean Energy ETF in Q4 2025 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Fidelity Clean Energy ETF as of Q1 2026.

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