Carson Wealth (CWM LLC)’s ProShares High Yield-Interest Rate Hedged ETF HYHG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-20
Closed -$1K 5479
2025
Q3
$1K Hold
20
﹤0.01% 5134
2025
Q2
$1K Buy
+20
New +$1.28K ﹤0.01% 5018

Other funds holding HYHG

Carson Wealth (CWM LLC)'s HYHG Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of ProShares High Yield-Interest Rate Hedged ETF (HYHG) in Q4 2025, closing a stake of 20 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in HYHG in Q2 2025 and held it in 2 quarters. The position peaked at $1K in Q3 2025. 47 funds tracked by Wall St. Rank hold HYHG as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining ProShares High Yield-Interest Rate Hedged ETF position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 20 ProShares High Yield-Interest Rate Hedged ETF shares in Q4 2025, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in ProShares High Yield-Interest Rate Hedged ETF in Q2 2025 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s ProShares High Yield-Interest Rate Hedged ETF position peaked at $1K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held ProShares High Yield-Interest Rate Hedged ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.