Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HFXI Stock Details HFXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$57K Buy
+1,696
New +$58.3K ﹤0.01% 3716

Other funds holding HFXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in NYLI FTSE International Equity Currency Neutral ETF (HFXI) in Q1 2026: 1,696 shares worth $57K. The stake represents ﹤0.01% of the portfolio and ranks #3716 among its holdings.

99 funds tracked by Wall St. Rank hold HFXI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,696 shares of NYLI FTSE International Equity Currency Neutral ETF worth $57K as of Q1 2026.
  • NYLI FTSE International Equity Currency Neutral ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • NYLI FTSE International Equity Currency Neutral ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3716 holding.
  • 99 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q1 2026.

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