Carson Wealth (CWM LLC)
DHF

Carson Wealth (CWM LLC)’s BNY Mellon High Yield Strategies Fund DHF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DHF Stock Details DHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-390
Closed -$1K – 5320
2025
Q2 		$1K Hold
390
– – ﹤0.01% 4986
2025
Q1 		$1K Hold
390
– – ﹤0.01% 4885
2024
Q4 		$1K Hold
390
– – ﹤0.01% 4687
2024
Q3 		$1K Buy
+390
New +$983 ﹤0.01% 4553

Other funds holding DHF

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DHF Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of BNY Mellon High Yield Strategies Fund (DHF) in Q3 2025, closing a stake of 390 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in DHF in Q3 2024 and held it in 4 quarters. The position peaked at $1K in Q2 2025. 70 funds tracked by Wall St. Rank hold DHF as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining BNY Mellon High Yield Strategies Fund position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 390 BNY Mellon High Yield Strategies Fund shares in Q3 2025, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in BNY Mellon High Yield Strategies Fund in Q3 2024 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s BNY Mellon High Yield Strategies Fund position peaked at $1K in Q2 2025.
  • 70 funds tracked by Wall St. Rank held BNY Mellon High Yield Strategies Fund as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.