Carson Wealth (CWM LLC)’s iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HYGW Stock Details HYGW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.8K	Buy	604 +584	+2,920%	+$17.4K	﹤0.01%	4483
2025 Q4	$1K	Sell	20 -80	-80%	-$2.4K	﹤0.01%	5230
2025 Q3	$3K	Buy	+100	New	+$3.02K	﹤0.01%	4900
2023 Q4	–	Sell	-10	Closed	–	–	4310
2023 Q3	$0	Buy	+10	New	+$351	﹤0.01%	4323

Other funds holding HYGW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares High Yield Corporate Bond BuyWrite Strategy ETF (HYGW) stake by 2,920% in Q1 2026, buying an estimated $17.4K and bringing the position to 604 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4483.

Carson Wealth (CWM LLC) first reported a position in HYGW in Q3 2023 and has held it in 4 quarters since. 76 funds tracked by Wall St. Rank hold HYGW as of Q1 2026.

Carson Wealth (CWM LLC) held 604 shares of iShares High Yield Corporate Bond BuyWrite Strategy ETF worth $17.8K as of Q1 2026.
Carson Wealth (CWM LLC) bought 584 iShares High Yield Corporate Bond BuyWrite Strategy ETF shares in Q1 2026, an estimated $17.4K.
iShares High Yield Corporate Bond BuyWrite Strategy ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4483 holding.
Carson Wealth (CWM LLC) first reported a position in iShares High Yield Corporate Bond BuyWrite Strategy ETF in Q3 2023 and has held it in 4 quarters since.
76 funds tracked by Wall St. Rank held iShares High Yield Corporate Bond BuyWrite Strategy ETF as of Q1 2026.

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