Carson Wealth (CWM LLC)
USAC icon

Carson Wealth (CWM LLC)’s USA Compression Partners USAC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio USAC Stock Details USAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$38K Hold
1,400
– – ﹤0.01% 4000
2025
Q4 		$32K Hold
1,400
– – ﹤0.01% 3919
2025
Q3 		$34K Buy
+1,400
New +$33.7K ﹤0.01% 3808
2024
Q3 		– Sell
-3,000
Closed -$71K – 5170
2024
Q2 		$71K Hold
3,000
– – ﹤0.01% 2222
2024
Q1 		$80K Buy
+3,000
New +$76.3K ﹤0.01% 2014
2022
Q3 		– Sell
-100
Closed -$2K – 4198
2022
Q2 		$2K Buy
+100
New +$1.79K ﹤0.01% 3426

Other funds holding USAC

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its USA Compression Partners (USAC) position steady in Q1 2026 at 1,400 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #4000.

Carson Wealth (CWM LLC) first reported a position in USAC in Q2 2022 and has held it in 6 quarters since. The position peaked at $80K in Q1 2024. 115 funds tracked by Wall St. Rank hold USAC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,400 shares of USA Compression Partners worth $38K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its USA Compression Partners share count unchanged in Q1 2026.
  • USA Compression Partners made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4000 holding.
  • Carson Wealth (CWM LLC) first reported a position in USA Compression Partners in Q2 2022 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s USA Compression Partners position peaked at $80K in Q1 2024.
  • 115 funds tracked by Wall St. Rank held USA Compression Partners as of Q1 2026.

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