Carson Wealth (CWM LLC)
HYD icon

Carson Wealth (CWM LLC)’s VanEck High Yield Muni ETF HYD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HYD Stock Details HYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.76M Buy
174,689
+786
+0.5% +$40.1K 0.02% 600
2025
Q4 		$8.89M Sell
173,903
-5,677
-3% -$289K 0.02% 563
2025
Q3 		$9.14M Sell
179,580
-5,836
-3% -$290K 0.03% 500
2025
Q2 		$9.31M Buy
185,416
+1,971
+1% +$98.4K 0.03% 407
2025
Q1 		$9.39M Buy
183,445
+5,006
+3% +$259K 0.04% 364
2024
Q4 		$9.26M Sell
178,439
-11,249
-6% -$588K 0.04% 335
2024
Q3 		$10.1M Sell
189,688
-10,130
-5% -$531K 0.04% 308
2024
Q2 		$10.3M Sell
199,818
-18,248
-8% -$942K 0.05% 287
2024
Q1 		$11.4M Sell
218,066
-3,616
-2% -$187K 0.06% 274
2023
Q4 		$11.4M Sell
221,682
-47,734
-18% -$2.36M 0.06% 254
2023
Q3 		$13.2M Buy
269,416
+3,391
+1% +$172K 0.08% 201
2023
Q2 		$13.7M Buy
266,025
+21,815
+9% +$1.12M 0.08% 195
2023
Q1 		$12.6M Buy
244,210
+19,061
+8% +$984K 0.09% 195
2022
Q4 		$11.4M Sell
225,149
-2,484
-1% -$126K 0.08% 190
2022
Q3 		$11.4M Buy
227,633
+28,986
+15% +$1.55M 0.09% 179
2022
Q2 		$10.7M Buy
198,647
+27,744
+16% +$1.51M 0.08% 190
2022
Q1 		$9.81M Buy
170,903
+39,663
+30% +$2.37M 0.07% 207
2021
Q4 		$8.19M Buy
+131,240
New +$8.17M 0.06% 236
2021
Q2 		$6.04M Hold
94,979
– – 0.05% 266
2021
Q1 		$6.04M Hold
94,979
– – 0.05% 266
2020
Q4 		$6.04M Hold
94,979
– – 0.05% 266
2020
Q3 		$6.04M Hold
94,979
– – 0.05% 266
2020
Q2 		$6.04M Hold
94,979
– – 0.05% 266
2020
Q1 		$6.04M Hold
94,979
– – 0.05% 266
2019
Q4 		$6.04M Hold
94,979
– – 0.05% 266
2019
Q3 		$6.04M Hold
94,979
– – 0.05% 266
2019
Q2 		$6.04M Hold
94,979
– – 0.05% 266
2019
Q1 		$6.04M Buy
94,979
+91,630
+2,736% +$5.65M 0.05% 266
2018
Q4 		$204K Sell
3,349
-428
-11% -$26.1K 0.01% 597
2018
Q3 		$235K Sell
3,777
-21
-0.6% -$1.32K 0.01% 493
2018
Q2 		$239K Sell
3,798
-2,813
-43% -$176K 0.01% 398
2018
Q1 		$410K Buy
6,611
+4,479
+210% +$278K 0.02% 301
2017
Q4 		$133K Buy
2,132
+1,866
+702% +$116K 0.01% 392
2017
Q3 		$17K Sell
266
-42,047
-99% -$2.62M ﹤0.01% 746
2017
Q2 		$2.62M Buy
42,313
+38,299
+954% +$2.36M 0.13% 121
2017
Q1 		$245K Buy
+4,014
New +$242K 0.01% 279
2016
Q2 		– Sell
-41,766
Closed -$2.62M – 826
2016
Q1 		$2.62M Buy
41,766
+3,430
+9% +$213K 0.23% 120
2015
Q4 		$2.37M Buy
38,336
+11,624
+44% +$714K 0.23% 118
2015
Q3 		$1.63M Sell
26,712
-297
-1% -$17.9K 0.16% 130
2015
Q2 		$1.61M Sell
27,009
-1,083
-4% -$66.8K 0.15% 127
2015
Q1 		$1.76M Sell
28,092
-1,525
-5% -$95.1K 0.18% 125
2014
Q4 		$1.83M Buy
+29,617
New +$1.83M 0.22% 125

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its VanEck High Yield Muni ETF (HYD) stake by 0.45% in Q1 2026, buying an estimated $40.1K and bringing the position to 174,689 shares worth $8.76M. The position accounts for 0.02% of the portfolio, ranked #600.

Carson Wealth (CWM LLC) first reported a position in HYD in Q4 2014 and has held it in 42 quarters since. The position peaked at $13.7M in Q2 2023. 346 funds tracked by Wall St. Rank hold HYD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 174,689 shares of VanEck High Yield Muni ETF worth $8.76M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 786 VanEck High Yield Muni ETF shares in Q1 2026, an estimated $40.1K.
  • VanEck High Yield Muni ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #600 holding.
  • Carson Wealth (CWM LLC) first reported a position in VanEck High Yield Muni ETF in Q4 2014 and has held it in 42 quarters since.
  • Carson Wealth (CWM LLC)'s VanEck High Yield Muni ETF position peaked at $13.7M in Q2 2023.
  • 346 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2026.

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