Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s AB High Yield ETF HYFI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HYFI Stock Details HYFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$102K Buy
2,755
+118
+4% +$4.43K ﹤0.01% 3246
2025
Q4 		$99K Buy
2,637
+159
+6% +$5.99K ﹤0.01% 3068
2025
Q3 		$94K Buy
2,478
+39
+2% +$1.47K ﹤0.01% 3030
2025
Q2 		$91K Buy
2,439
+45
+2% +$1.65K ﹤0.01% 2807
2025
Q1 		$88K Buy
+2,394
New +$89K ﹤0.01% 2523
2024
Q4 		– Sell
-1,916
Closed -$72K – 5011
2024
Q3 		$72K Buy
+1,916
New +$70.9K ﹤0.01% 2414

Other funds holding HYFI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $192M AUM 17.29% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its AB High Yield ETF (HYFI) stake by 4.5% in Q1 2026, buying an estimated $4.43K and bringing the position to 2,755 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #3246.

Carson Wealth (CWM LLC) first reported a position in HYFI in Q3 2024 and has held it in 6 quarters since. 57 funds tracked by Wall St. Rank hold HYFI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,755 shares of AB High Yield ETF worth $102K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 118 AB High Yield ETF shares in Q1 2026, an estimated $4.43K.
  • AB High Yield ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3246 holding.
  • Carson Wealth (CWM LLC) first reported a position in AB High Yield ETF in Q3 2024 and has held it in 6 quarters since.
  • 57 funds tracked by Wall St. Rank held AB High Yield ETF as of Q1 2026.

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