Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Global X MLP ETF MLPA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MLPA Stock Details MLPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$171K Buy
3,170
+3,000
+1,765% +$157K ﹤0.01% 2858
2025
Q4 		$8K Sell
170
-87
-34% -$4.19K ﹤0.01% 4652
2025
Q3 		$12K Sell
257
-461
-64% -$22.9K ﹤0.01% 4401
2025
Q2 		$36K Sell
718
-74
-9% -$3.69K ﹤0.01% 3511
2025
Q1 		$42K Buy
+792
New +$41.6K ﹤0.01% 3121
2023
Q1 		– Sell
-399
Closed -$16K – 4235
2022
Q4 		$16K Buy
399
+24
+6% +$1.01K ﹤0.01% 2516
2022
Q3 		$15K Buy
+375
New +$15.2K ﹤0.01% 2426
2022
Q2 		– Sell
-48
Closed -$2K – 3987
2022
Q1 		$2K Hold
48
– – ﹤0.01% 3203
2021
Q4 		$2K Buy
+48
New +$1.72K ﹤0.01% 3146
2021
Q2 		$2K Hold
48
– – ﹤0.01% 2675
2021
Q1 		$2K Hold
48
– – ﹤0.01% 2675
2020
Q4 		$2K Hold
48
– – ﹤0.01% 2674
2020
Q3 		$2K Hold
48
– – ﹤0.01% 2673
2020
Q2 		$2K Buy
48
+40
+500% +$1.08K ﹤0.01% 2672
2020
Q1 		$2K Hold
8
– – ﹤0.01% 2672
2019
Q4 		$2K Hold
8
– – ﹤0.01% 2671
2019
Q3 		$2K Hold
8
– – ﹤0.01% 2671
2019
Q2 		$2K Hold
8
– – ﹤0.01% 2671
2019
Q1 		$2K Sell
8
-93
-92% -$4.83K ﹤0.01% 2670
2018
Q4 		$5K Buy
+101
New +$5.32K ﹤0.01% 1532

Other funds holding MLPA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
MFS
Madrid Financial Services Manhattan Beach, California $169M AUM

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

Carson Wealth (CWM LLC) increased its Global X MLP ETF (MLPA) stake by 1,765% in Q1 2026, buying an estimated $157K and bringing the position to 3,170 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #2858.

Carson Wealth (CWM LLC) first reported a position in MLPA in Q4 2018 and has held it in 20 quarters since. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,170 shares of Global X MLP ETF worth $171K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,000 Global X MLP ETF shares in Q1 2026, an estimated $157K.
  • Global X MLP ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2858 holding.
  • Carson Wealth (CWM LLC) first reported a position in Global X MLP ETF in Q4 2018 and has held it in 20 quarters since.
  • 242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

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