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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$91K Buy
2,439
+45
+2% +$1.68K ﹤0.01% 2805
2025
Q1 		$88K Buy
+2,394
New +$88K ﹤0.01% 2521
2024
Q4 		– Sell
-1,916
Closed -$72K – 5008
2024
Q3 		$72K Buy
+1,916
New +$72K ﹤0.01% 2412