Carson Wealth (CWM LLC)
HYBI

Carson Wealth (CWM LLC)’s NEOS Enhanced Income Credit Select ETF HYBI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HYBI Stock Details HYBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$254K Buy
5,133
+21
+0.4% +$1.05K ﹤0.01% 2521
2025
Q4 		$257K Buy
5,112
+3,978
+351% +$201K ﹤0.01% 2364
2025
Q3 		$57K Buy
1,134
+22
+2% +$1.11K ﹤0.01% 3431
2025
Q2 		$56K Buy
+1,112
New +$55.3K ﹤0.01% 3197

Other funds holding HYBI

FSA
Financial Security Advisor Virginia Beach, Virginia $615M AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its NEOS Enhanced Income Credit Select ETF (HYBI) stake by 0.41% in Q1 2026, buying an estimated $1.05K and bringing the position to 5,133 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #2521.

Carson Wealth (CWM LLC) first reported a position in HYBI in Q2 2025 and has held it in 4 quarters since. The position peaked at $257K in Q4 2025. 22 funds tracked by Wall St. Rank hold HYBI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,133 shares of NEOS Enhanced Income Credit Select ETF worth $254K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 21 NEOS Enhanced Income Credit Select ETF shares in Q1 2026, an estimated $1.05K.
  • NEOS Enhanced Income Credit Select ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2521 holding.
  • Carson Wealth (CWM LLC) first reported a position in NEOS Enhanced Income Credit Select ETF in Q2 2025 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s NEOS Enhanced Income Credit Select ETF position peaked at $257K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held NEOS Enhanced Income Credit Select ETF as of Q1 2026.

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