Carson Wealth (CWM LLC)
EHI

Carson Wealth (CWM LLC)’s Western Asset Global High Income Fund EHI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EHI Stock Details EHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$248 Hold
42
– – ﹤0.01% 5517
2025
Q4 		$0 Hold
42
– – ﹤0.01% 5431
2025
Q3 		$0 Buy
+42
New +$276 ﹤0.01% 5338
2022
Q1 		– Sell
-12
Closed – – 3602
2021
Q4 		$0 Buy
+12
New +$120 ﹤0.01% 3524
2021
Q2 		$0 Hold
37
– – ﹤0.01% 2948
2021
Q1 		$0 Hold
37
– – ﹤0.01% 2948
2020
Q4 		$0 Hold
37
– – ﹤0.01% 2947
2020
Q3 		$0 Hold
37
– – ﹤0.01% 2947
2020
Q2 		$0 Hold
37
– – ﹤0.01% 2947
2020
Q1 		$0 Hold
37
– – ﹤0.01% 2947
2019
Q4 		$0 Hold
37
– – ﹤0.01% 2946
2019
Q3 		$0 Hold
37
– – ﹤0.01% 2946
2019
Q2 		$0 Hold
37
– – ﹤0.01% 2946
2019
Q1 		$0 Sell
37
-43,244
-100% -$399K ﹤0.01% 3013
2018
Q4 		$358K Buy
+43,281
New +$377K 0.01% 495

Other funds holding EHI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Western Asset Global High Income Fund (EHI) position steady in Q1 2026 at 42 shares worth $248. The position accounts for ﹤0.01% of the portfolio, ranked #5517.

Carson Wealth (CWM LLC) first reported a position in EHI in Q4 2018 and has held it in 15 quarters since. The position peaked at $358K in Q4 2018. 46 funds tracked by Wall St. Rank hold EHI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 42 shares of Western Asset Global High Income Fund worth $248 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Western Asset Global High Income Fund share count unchanged in Q1 2026.
  • Western Asset Global High Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5517 holding.
  • Carson Wealth (CWM LLC) first reported a position in Western Asset Global High Income Fund in Q4 2018 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s Western Asset Global High Income Fund position peaked at $358K in Q4 2018.
  • 46 funds tracked by Wall St. Rank held Western Asset Global High Income Fund as of Q1 2026.

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