Carson Wealth (CWM LLC)
JHHY

Carson Wealth (CWM LLC)’s John Hancock High Yield ETF JHHY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JHHY Stock Details JHHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$47.3K Hold
1,867
– – ﹤0.01% 3861
2025
Q4 		$48K Hold
1,867
– – ﹤0.01% 3642
2025
Q3 		$49K Buy
+1,867
New +$48.5K ﹤0.01% 3555

Other funds holding JHHY

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
MAMNY
Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its John Hancock High Yield ETF (JHHY) position steady in Q1 2026 at 1,867 shares worth $47.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3861.

Carson Wealth (CWM LLC) first reported a position in JHHY in Q3 2025 and has held it in 3 quarters since. The position peaked at $49K in Q3 2025. 16 funds tracked by Wall St. Rank hold JHHY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,867 shares of John Hancock High Yield ETF worth $47.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its John Hancock High Yield ETF share count unchanged in Q1 2026.
  • John Hancock High Yield ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3861 holding.
  • Carson Wealth (CWM LLC) first reported a position in John Hancock High Yield ETF in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s John Hancock High Yield ETF position peaked at $49K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held John Hancock High Yield ETF as of Q1 2026.

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