Carson Wealth (CWM LLC)
MLPI

Carson Wealth (CWM LLC)’s NEOS MLP & Energy Infrastructure High Income ETF MLPI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MLPI Stock Details MLPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$38.1K Buy
+672
New +$36.2K ﹤0.01% 3997

Other funds holding MLPI

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
NWA
Navis Wealth Advisors Rye Brook, New York $264M AUM 35.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in NEOS MLP & Energy Infrastructure High Income ETF (MLPI) in Q1 2026: 672 shares worth $38.1K. The stake represents ﹤0.01% of the portfolio and ranks #3997 among its holdings.

32 funds tracked by Wall St. Rank hold MLPI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 672 shares of NEOS MLP & Energy Infrastructure High Income ETF worth $38.1K as of Q1 2026.
  • NEOS MLP & Energy Infrastructure High Income ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • NEOS MLP & Energy Infrastructure High Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3997 holding.
  • 32 funds tracked by Wall St. Rank held NEOS MLP & Energy Infrastructure High Income ETF as of Q1 2026.

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