Carson Wealth (CWM LLC)
HYDW icon

Carson Wealth (CWM LLC)’s Xtrackers Low Beta High Yield Bond ETF HYDW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HYDW Stock Details HYDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-315
Closed -$15K – 5737
2025
Q4 		$15K Sell
315
-660
-68% -$31.2K ﹤0.01% 4330
2025
Q3 		$46K Sell
975
-222
-19% -$10.5K ﹤0.01% 3603
2025
Q2 		$57K Sell
1,197
-435
-27% -$20.2K ﹤0.01% 3171
2025
Q1 		$76K Sell
1,632
-75,678
-98% -$3.52M ﹤0.01% 2644
2024
Q4 		$3.56M Buy
77,310
+5,317
+7% +$248K 0.01% 560
2024
Q3 		$3.41M Buy
71,993
+7,298
+11% +$341K 0.01% 544
2024
Q2 		$2.98M Buy
64,695
+9,313
+17% +$426K 0.01% 537
2024
Q1 		$2.56M Buy
55,382
+14,568
+36% +$670K 0.01% 559
2023
Q4 		$1.88M Buy
40,814
+2,111
+5% +$94.6K 0.01% 588
2023
Q3 		$1.71M Sell
38,703
-1,674
-4% -$75K 0.01% 581
2023
Q2 		$1.83M Sell
40,377
-6,590
-14% -$298K 0.01% 539
2023
Q1 		$2.16M Sell
46,967
-95,535
-67% -$4.31M 0.01% 463
2022
Q4 		$6.34M Sell
142,502
-8,138
-5% -$363K 0.05% 265
2022
Q3 		$6.53M Sell
150,640
-1,457
-1% -$66.4K 0.05% 245
2022
Q2 		$6.78M Buy
152,097
+6,513
+4% +$301K 0.05% 249
2022
Q1 		$7.02M Buy
145,584
+141,973
+3,932% +$6.94M 0.05% 258
2021
Q4 		$183K Buy
+3,611
New +$182K ﹤0.01% 1063
2021
Q2 		$169K Hold
3,321
– – ﹤0.01% 959
2021
Q1 		$169K Hold
3,321
– – ﹤0.01% 959
2020
Q4 		$169K Hold
3,321
– – ﹤0.01% 959
2020
Q3 		$169K Hold
3,321
– – ﹤0.01% 959
2020
Q2 		$169K Hold
3,321
– – ﹤0.01% 959
2020
Q1 		$169K Hold
3,321
– – ﹤0.01% 959
2019
Q4 		$169K Hold
3,321
– – ﹤0.01% 959
2019
Q3 		$169K Hold
3,321
– – ﹤0.01% 959
2019
Q2 		$169K Hold
3,321
– – ﹤0.01% 959
2019
Q1 		$169K Buy
+3,321
New +$163K ﹤0.01% 959

Other funds holding HYDW

FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Xtrackers Low Beta High Yield Bond ETF (HYDW) in Q1 2026, closing a stake of 315 shares — an estimated $15K sold.

Carson Wealth (CWM LLC) first reported a position in HYDW in Q1 2019 and held it in 27 quarters. The position peaked at $7.02M in Q1 2022. 17 funds tracked by Wall St. Rank hold HYDW as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Xtrackers Low Beta High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 315 Xtrackers Low Beta High Yield Bond ETF shares in Q1 2026, an estimated $15K.
  • Carson Wealth (CWM LLC) first reported a position in Xtrackers Low Beta High Yield Bond ETF in Q1 2019 and held it in 27 quarters.
  • Carson Wealth (CWM LLC)'s Xtrackers Low Beta High Yield Bond ETF position peaked at $7.02M in Q1 2022.
  • 17 funds tracked by Wall St. Rank held Xtrackers Low Beta High Yield Bond ETF as of Q1 2026.

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