Carson Wealth (CWM LLC)
MCR

Carson Wealth (CWM LLC)’s MFS Charter Income Trust MCR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MCR Stock Details MCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-974
Closed -$6K – 5429
2025
Q2 		$6K Hold
974
– – ﹤0.01% 4543
2025
Q1 		$6K Hold
974
– – ﹤0.01% 4379
2024
Q4 		$6K Hold
974
– – ﹤0.01% 4128
2024
Q3 		$6K Buy
+974
New +$6.21K ﹤0.01% 4011
2019
Q1 		– Sell
-6,120
Closed -$45K – 3147
2018
Q4 		$45K Buy
+6,120
New +$45.4K ﹤0.01% 902

Other funds holding MCR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MCR Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of MFS Charter Income Trust (MCR) in Q3 2025, closing a stake of 974 shares — an estimated $6K sold.

Carson Wealth (CWM LLC) first reported a position in MCR in Q4 2018 and held it in 5 quarters. The position peaked at $45K in Q4 2018. 59 funds tracked by Wall St. Rank hold MCR as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining MFS Charter Income Trust position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 974 MFS Charter Income Trust shares in Q3 2025, an estimated $6K.
  • Carson Wealth (CWM LLC) first reported a position in MFS Charter Income Trust in Q4 2018 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s MFS Charter Income Trust position peaked at $45K in Q4 2018.
  • 59 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.