Carson Wealth (CWM LLC)’s Franklin High Yield Corporate ETF FLHY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FLHY Stock Details FLHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.34M	Buy	97,012 +28,156	+41%	+$687K	0.01%	1138
2025 Q4	$1.68M	Buy	68,856 +29,414	+75%	+$717K	﹤0.01%	1223
2025 Q3	$968K	Buy	39,442 +17,236	+78%	+$419K	﹤0.01%	1428
2025 Q2	$541K	Buy	22,206 +2,113	+11%	+$50.2K	﹤0.01%	1554
2025 Q1	$479K	Buy	20,093 +12,677	+171%	+$304K	﹤0.01%	1459
2024 Q4	$177K	Buy	+7,416	New	+$179K	﹤0.01%	1906

Other funds holding FLHY

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $945M AUM 17.16% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Franklin High Yield Corporate ETF (FLHY) stake by 41% in Q1 2026, buying an estimated $687K and bringing the position to 97,012 shares worth $2.34M. The position accounts for 0.01% of the portfolio, ranked #1138.

Carson Wealth (CWM LLC) first reported a position in FLHY in Q4 2024 and has held it in 6 quarters since. 84 funds tracked by Wall St. Rank hold FLHY as of Q1 2026.

Carson Wealth (CWM LLC) held 97,012 shares of Franklin High Yield Corporate ETF worth $2.34M as of Q1 2026.
Carson Wealth (CWM LLC) bought 28,156 Franklin High Yield Corporate ETF shares in Q1 2026, an estimated $687K.
Franklin High Yield Corporate ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1138 holding.
Carson Wealth (CWM LLC) first reported a position in Franklin High Yield Corporate ETF in Q4 2024 and has held it in 6 quarters since.
84 funds tracked by Wall St. Rank held Franklin High Yield Corporate ETF as of Q1 2026.

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