Carson Wealth (CWM LLC)
ERH

Carson Wealth (CWM LLC)’s Allspring Utilities & High Income Fund ERH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ERH Stock Details ERH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-553
Closed -$7K – 5718
2025
Q4 		$7K Buy
+553
New +$6.86K ﹤0.01% 4690
2022
Q2 		– Sell
-275
Closed -$4K – 3875
2022
Q1 		$4K Buy
+275
New +$3.74K ﹤0.01% 2920

Other funds holding ERH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Allspring Utilities & High Income Fund (ERH) in Q1 2026, closing a stake of 553 shares — an estimated $7K sold.

Carson Wealth (CWM LLC) first reported a position in ERH in Q1 2022 and held it in 2 quarters. The position peaked at $7K in Q4 2025. 25 funds tracked by Wall St. Rank hold ERH as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Allspring Utilities & High Income Fund position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 553 Allspring Utilities & High Income Fund shares in Q1 2026, an estimated $7K.
  • Carson Wealth (CWM LLC) first reported a position in Allspring Utilities & High Income Fund in Q1 2022 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Allspring Utilities & High Income Fund position peaked at $7K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held Allspring Utilities & High Income Fund as of Q1 2026.

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