Carson Wealth (CWM LLC)’s American Beacon GLG Natural Resources ETF MGNR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MGNR Stock Details MGNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13M	Buy	252,850 +28,641	+13%	+$1.44M	0.03%	455
2025 Q4	$9.89M	Buy	224,209 +38,764	+21%	+$1.62M	0.03%	534
2025 Q3	$7.5M	Buy	185,445 +24,804	+15%	+$881K	0.02%	566
2025 Q2	$5.34M	Buy	160,641 +11,842	+8%	+$363K	0.02%	567
2025 Q1	$4.43M	Buy	148,799 +26,507	+22%	+$819K	0.02%	563
2024 Q4	$3.63M	Buy	122,292 +1,193	+1%	+$37K	0.02%	550
2024 Q3	$3.69M	Buy	+121,099	New	+$3.52M	0.02%	518

Other funds holding MGNR

SWM

Sendero Wealth Management San Antonio, Texas $1B AUM 24.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VCA

Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WCAMG

Woodard & Company Asset Management Group Bermuda Run, North Carolina $694M AUM 29.71% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its American Beacon GLG Natural Resources ETF (MGNR) stake by 13% in Q1 2026, buying an estimated $1.44M and bringing the position to 252,850 shares worth $13M. The position accounts for 0.03% of the portfolio, ranked #455.

Carson Wealth (CWM LLC) first reported a position in MGNR in Q3 2024 and has held it in 7 quarters since. 61 funds tracked by Wall St. Rank hold MGNR as of Q1 2026.

Carson Wealth (CWM LLC) held 252,850 shares of American Beacon GLG Natural Resources ETF worth $13M as of Q1 2026.
Carson Wealth (CWM LLC) bought 28,641 American Beacon GLG Natural Resources ETF shares in Q1 2026, an estimated $1.44M.
American Beacon GLG Natural Resources ETF made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #455 holding.
Carson Wealth (CWM LLC) first reported a position in American Beacon GLG Natural Resources ETF in Q3 2024 and has held it in 7 quarters since.
61 funds tracked by Wall St. Rank held American Beacon GLG Natural Resources ETF as of Q1 2026.

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