Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Pacer American Energy Infrastructure ETF USAI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio USAI Stock Details USAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$57.2K Hold
1,218
– – ﹤0.01% 3715
2025
Q4 		$46K Hold
1,218
– – ﹤0.01% 3669
2025
Q3 		$49K Buy
+1,218
New +$48.3K ﹤0.01% 3554

Other funds holding USAI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NFG
Norris Financial Group Greenville, South Carolina $306M AUM 44.22% 1-Year Est. Return
SA
SL Advisors Westfield, New Jersey $57.2M AUM 12.92% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Pacer American Energy Infrastructure ETF (USAI) position steady in Q1 2026 at 1,218 shares worth $57.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3715.

Carson Wealth (CWM LLC) first reported a position in USAI in Q3 2025 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold USAI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,218 shares of Pacer American Energy Infrastructure ETF worth $57.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Pacer American Energy Infrastructure ETF share count unchanged in Q1 2026.
  • Pacer American Energy Infrastructure ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3715 holding.
  • Carson Wealth (CWM LLC) first reported a position in Pacer American Energy Infrastructure ETF in Q3 2025 and has held it in 3 quarters since.
  • 52 funds tracked by Wall St. Rank held Pacer American Energy Infrastructure ETF as of Q1 2026.

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