Carson Wealth (CWM LLC)
MTR

Carson Wealth (CWM LLC)’s Mesa Royalty Trust MTR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MTR Stock Details MTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$35K Buy
+7,196
New +$34.9K ﹤0.01% 4056

Other funds holding MTR

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Mesa Royalty Trust (MTR) in Q1 2026: 7,196 shares worth $35K. The stake represents ﹤0.01% of the portfolio and ranks #4056 among its holdings.

11 funds tracked by Wall St. Rank hold MTR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,196 shares of Mesa Royalty Trust worth $35K as of Q1 2026.
  • Mesa Royalty Trust was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Mesa Royalty Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4056 holding.
  • 11 funds tracked by Wall St. Rank held Mesa Royalty Trust as of Q1 2026.

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