Carson Wealth (CWM LLC)
HIGH icon

Carson Wealth (CWM LLC)’s Simplify Enhanced Income ETF HIGH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HIGH Stock Details HIGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,066
Closed -$25K – 5116
2024
Q4 		$25K Buy
1,066
+17
+2% +$399 ﹤0.01% 3288
2024
Q3 		$25K Buy
+1,049
New +$25K ﹤0.01% 3224

Other funds holding HIGH

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HIGH Position: Q1 2025 in Review

Carson Wealth (CWM LLC) sold out of Simplify Enhanced Income ETF (HIGH) in Q1 2025, closing a stake of 1,066 shares — an estimated $25K sold.

Carson Wealth (CWM LLC) first reported a position in HIGH in Q3 2024 and held it in 2 quarters. The position peaked at $25K in Q4 2024. 58 funds tracked by Wall St. Rank hold HIGH as of Q1 2025.

  • Carson Wealth (CWM LLC) reported no remaining Simplify Enhanced Income ETF position as of Q1 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,066 Simplify Enhanced Income ETF shares in Q1 2025, an estimated $25K.
  • Carson Wealth (CWM LLC) first reported a position in Simplify Enhanced Income ETF in Q3 2024 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Simplify Enhanced Income ETF position peaked at $25K in Q4 2024.
  • 58 funds tracked by Wall St. Rank held Simplify Enhanced Income ETF as of Q1 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.