Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 MLPB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MLPB Stock Details MLPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.4K Hold
600
– – ﹤0.01% 4498
2025
Q4 		$15K Hold
600
– – ﹤0.01% 4335
2025
Q3 		$15K Hold
600
– – ﹤0.01% 4274
2025
Q2 		$16K Hold
600
– – ﹤0.01% 4046
2025
Q1 		$17K Buy
+600
New +$16.3K ﹤0.01% 3802

Other funds holding MLPB

CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 (MLPB) position steady in Q1 2026 at 600 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4498.

Carson Wealth (CWM LLC) first reported a position in MLPB in Q1 2025 and has held it in 5 quarters since. 28 funds tracked by Wall St. Rank hold MLPB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 600 shares of ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 worth $17.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 share count unchanged in Q1 2026.
  • ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4498 holding.
  • Carson Wealth (CWM LLC) first reported a position in ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 in Q1 2025 and has held it in 5 quarters since.
  • 28 funds tracked by Wall St. Rank held ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 as of Q1 2026.

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