Carson Wealth (CWM LLC)’s CP High Yield Trend ETF HYTR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$903K	Buy	+42,403	New	+$920K	﹤0.01%	1606

Other funds holding HYTR

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

FMI

F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) opened a new position in CP High Yield Trend ETF (HYTR) in Q1 2026: 42,403 shares worth $903K. The stake represents ﹤0.01% of the portfolio and ranks #1606 among its holdings.

22 funds tracked by Wall St. Rank hold HYTR as of Q1 2026.

Carson Wealth (CWM LLC) held 42,403 shares of CP High Yield Trend ETF worth $903K as of Q1 2026.
CP High Yield Trend ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
CP High Yield Trend ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1606 holding.
22 funds tracked by Wall St. Rank held CP High Yield Trend ETF as of Q1 2026.

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