Carson Wealth (CWM LLC)
CIF

Carson Wealth (CWM LLC)’s MFS Intermediate High Income Fund CIF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CIF Stock Details CIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.17K Hold
1,337
– – ﹤0.01% 5257
2025
Q4 		$2K Hold
1,337
– – ﹤0.01% 5058
2025
Q3 		$2K Buy
+1,337
New +$2.35K ﹤0.01% 4982

Other funds holding CIF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its MFS Intermediate High Income Fund (CIF) position steady in Q1 2026 at 1,337 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #5257.

Carson Wealth (CWM LLC) first reported a position in CIF in Q3 2025 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold CIF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,337 shares of MFS Intermediate High Income Fund worth $2.17K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its MFS Intermediate High Income Fund share count unchanged in Q1 2026.
  • MFS Intermediate High Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5257 holding.
  • Carson Wealth (CWM LLC) first reported a position in MFS Intermediate High Income Fund in Q3 2025 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q1 2026.

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