Carson Wealth (CWM LLC)
XIFR

Carson Wealth (CWM LLC)’s XPLR Infrastructure LP XIFR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XIFR Stock Details XIFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.1K Sell
1,143
-654
-36% -$6.73K ﹤0.01% 4701
2025
Q4 		$18K Buy
1,797
+1,082
+151% +$10.5K ﹤0.01% 4244
2025
Q3 		$7K Sell
715
-144
-17% -$1.39K ﹤0.01% 4651
2025
Q2 		$7K Hold
859
– – ﹤0.01% 4510
2025
Q1 		$8K Hold
859
– – ﹤0.01% 4251
2024
Q4 		$15K Buy
859
+20
+2% +$399 ﹤0.01% 3651
2024
Q3 		$23K Buy
839
+493
+142% +$12.8K ﹤0.01% 3282
2024
Q2 		$10K Buy
346
+254
+276% +$7.71K ﹤0.01% 3575
2024
Q1 		$3K Sell
92
-738
-89% -$21K ﹤0.01% 3906
2023
Q4 		$25K Buy
830
+511
+160% +$13K ﹤0.01% 2640
2023
Q3 		$9K Buy
319
+276
+642% +$14K ﹤0.01% 3220
2023
Q2 		$3K Buy
43
+1
+2% +$60 ﹤0.01% 3724
2023
Q1 		$3K Sell
42
-223
-84% -$15.3K ﹤0.01% 3586
2022
Q4 		$19K Sell
265
-241
-48% -$18K ﹤0.01% 2427
2022
Q3 		$37K Buy
+506
New +$40.5K ﹤0.01% 1820

Other funds holding XIFR

ACA
Anchorage Capital Advisors New York $378M AUM 13.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
REAM
Ripple Effect Asset Management New York $679M AUM 81.6% 1-Year Est. Return
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
GCM
Greenland Capital Management New York $787M AUM 40.68% 1-Year Est. Return
ECM
Endure Capital Management Austin, Texas $146M AUM

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

Carson Wealth (CWM LLC) reduced its XPLR Infrastructure LP (XIFR) stake by 36% in Q1 2026, selling an estimated $6.73K and leaving 1,143 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4701.

Carson Wealth (CWM LLC) first reported a position in XIFR in Q3 2022 and has held it in 15 quarters since. The position peaked at $37K in Q3 2022. 224 funds tracked by Wall St. Rank hold XIFR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,143 shares of XPLR Infrastructure LP worth $12.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 654 XPLR Infrastructure LP shares in Q1 2026, an estimated $6.73K.
  • XPLR Infrastructure LP made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4701 holding.
  • Carson Wealth (CWM LLC) first reported a position in XPLR Infrastructure LP in Q3 2022 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s XPLR Infrastructure LP position peaked at $37K in Q3 2022.
  • 224 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q1 2026.

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