Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Simplify High Yield ETF CDX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CDX Stock Details CDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$194K Buy
9,106
+3,696
+68% +$81.2K ﹤0.01% 2764
2025
Q4 		$120K Buy
+5,410
New +$122K ﹤0.01% 2929

Other funds holding CDX

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
NewEdge Wealth
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Simplify High Yield ETF (CDX) stake by 68% in Q1 2026, buying an estimated $81.2K and bringing the position to 9,106 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #2764.

Carson Wealth (CWM LLC) first reported a position in CDX in Q4 2025 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold CDX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,106 shares of Simplify High Yield ETF worth $194K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,696 Simplify High Yield ETF shares in Q1 2026, an estimated $81.2K.
  • Simplify High Yield ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2764 holding.
  • Carson Wealth (CWM LLC) first reported a position in Simplify High Yield ETF in Q4 2025 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q1 2026.

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