Carson Wealth (CWM LLC)’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.27M | Sell |
17,237
-796
| -4% | -$54.2K | ﹤0.01% | 1409 |
|
|
2025
Q4 | $1.09M | Buy |
18,033
+3,303
| +22% | +$198K | ﹤0.01% | 1443 |
|
|
2025
Q3 | $924K | Buy |
14,730
+567
| +4% | +$34.7K | ﹤0.01% | 1456 |
|
|
2025
Q2 | $887K | Sell |
14,163
-117
| -0.8% | -$7.11K | ﹤0.01% | 1306 |
|
|
2025
Q1 | $911K | Sell |
14,280
-17,994
| -56% | -$1.13M | ﹤0.01% | 1183 |
|
|
2024
Q4 | $1.95M | Buy |
32,274
+11,023
| +52% | +$656K | 0.01% | 792 |
|
|
2024
Q3 | $1.16M | Buy |
21,251
+1,689
| +9% | +$89.2K | 0.01% | 943 |
|
|
2024
Q2 | $999K | Buy |
19,562
+2,588
| +15% | +$127K | ﹤0.01% | 885 |
|
|
2024
Q1 | $832K | Buy |
16,974
+1,244
| +8% | +$56.7K | ﹤0.01% | 935 |
|
|
2023
Q4 | $702K | Sell |
15,730
-1,170
| -7% | -$50.8K | ﹤0.01% | 943 |
|
|
2023
Q3 | $716K | Sell |
16,900
-16,073
| -49% | -$683K | ﹤0.01% | 859 |
|
|
2023
Q2 | $1.37M | Sell |
32,973
-6,619
| -17% | -$265K | 0.01% | 609 |
|
|
2023
Q1 | $1.58M | Sell |
39,592
-42,524
| -52% | -$1.73M | 0.01% | 523 |
|
|
2022
Q4 | $3.35M | Sell |
82,116
-780
| -0.9% | -$32.1K | 0.02% | 380 |
|
|
2022
Q3 | $3.11M | Buy |
82,896
+12,793
| +18% | +$521K | 0.02% | 355 |
|
|
2022
Q2 | $2.67M | Buy |
70,103
+12,099
| +21% | +$510K | 0.02% | 373 |
|
|
2022
Q1 | $2.48M | Buy |
58,004
+15,266
| +36% | +$602K | 0.02% | 377 |
|
|
2021
Q4 | $1.51M | Buy |
+42,738
| New | +$1.58M | 0.01% | 493 |
|
|
2021
Q2 | $1.3M | Hold |
35,707
| – | – | 0.01% | 524 |
|
|
2021
Q1 | $1.3M | Hold |
35,707
| – | – | 0.01% | 524 |
|
|
2020
Q4 | $1.3M | Hold |
35,707
| – | – | 0.01% | 524 |
|
|
2020
Q3 | $1.3M | Hold |
35,707
| – | – | 0.01% | 524 |
|
|
2020
Q2 | $1.3M | Buy |
35,707
+23,805
| +200% | +$572K | 0.01% | 524 |
|
|
2020
Q1 | $1.3M | Hold |
11,902
| – | – | 0.01% | 524 |
|
|
2019
Q4 | $1.3M | Hold |
11,902
| – | – | 0.01% | 524 |
|
|
2019
Q3 | $1.3M | Hold |
11,902
| – | – | 0.01% | 524 |
|
|
2019
Q2 | $1.3M | Hold |
11,902
| – | – | 0.01% | 524 |
|
|
2019
Q1 | $1.3M | Buy |
11,902
+1,038
| +10% | +$39.4K | 0.01% | 524 |
|
|
2018
Q4 | $356K | Buy |
10,864
+10,374
| +2,117% | +$382K | 0.01% | 498 |
|
|
2018
Q3 | $20K | Sell |
490
-65
| -12% | -$2.66K | ﹤0.01% | 952 |
|
|
2018
Q2 | $22K | Buy |
+555
| New | +$21.2K | ﹤0.01% | 817 |
|
|
2018
Q1 | – | Sell |
-57
| Closed | -$2K | – | 1491 |
|
|
2017
Q4 | $2K | Buy |
57
+25
| +78% | +$987 | ﹤0.01% | 1281 |
|
|
2017
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 1394 |
|
|
2017
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 1113 |
|
|
2017
Q1 | $1K | Buy |
+32
| New | +$1.42K | ﹤0.01% | 1078 |
|
Other funds holding MLPX
RA
Carson Wealth (CWM LLC)'s MLPX Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Global X MLP & Energy Infrastructure ETF (MLPX) stake by 4.4% in Q1 2026, selling an estimated $54.2K and leaving 17,237 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1409.
Carson Wealth (CWM LLC) first reported a position in MLPX in Q1 2017 and has held it in 35 quarters since. The position peaked at $3.35M in Q4 2022. 341 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.
- Carson Wealth (CWM LLC) held 17,237 shares of Global X MLP & Energy Infrastructure ETF worth $1.27M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 796 Global X MLP & Energy Infrastructure ETF shares in Q1 2026, an estimated $54.2K.
- Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1409 holding.
- Carson Wealth (CWM LLC) first reported a position in Global X MLP & Energy Infrastructure ETF in Q1 2017 and has held it in 35 quarters since.
- Carson Wealth (CWM LLC)'s Global X MLP & Energy Infrastructure ETF position peaked at $3.35M in Q4 2022.
- 341 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.