Carson Wealth (CWM LLC)
POWR

Carson Wealth (CWM LLC)’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio POWR Stock Details POWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$105K Sell
4,000
-1,245
-24% -$31.6K ﹤0.01% 3226
2025
Q4 		$123K Buy
+5,245
New +$131K ﹤0.01% 2909

Other funds holding POWR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
BFWM
Bright Futures Wealth Management Webster, Ny 14580, New York $146M AUM
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its iShares U.S. Power Infrastructure ETF (POWR) stake by 24% in Q1 2026, selling an estimated $31.6K and leaving 4,000 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #3226.

Carson Wealth (CWM LLC) first reported a position in POWR in Q4 2025 and has held it in 2 quarters since. The position peaked at $123K in Q4 2025. 59 funds tracked by Wall St. Rank hold POWR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,000 shares of iShares U.S. Power Infrastructure ETF worth $105K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,245 iShares U.S. Power Infrastructure ETF shares in Q1 2026, an estimated $31.6K.
  • iShares U.S. Power Infrastructure ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3226 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares U.S. Power Infrastructure ETF in Q4 2025 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s iShares U.S. Power Infrastructure ETF position peaked at $123K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q1 2026.

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