Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s John Hancock Preferred Income ETF JHPI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JHPI Stock Details JHPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$280K Sell
12,414
-4,426
-26% -$99.8K ﹤0.01% 1916
2025
Q1 		$377K Buy
16,840
+11,336
+206% +$254K ﹤0.01% 1566
2024
Q4 		$124K Buy
5,504
+438
+9% +$9.87K ﹤0.01% 2141
2024
Q3 		$118K Buy
5,066
+1,523
+43% +$35.5K ﹤0.01% 2097
2024
Q2 		$79K Buy
+3,543
New +$79K ﹤0.01% 2140