Carson Wealth (CWM LLC)
NHS

Carson Wealth (CWM LLC)’s Neuberger High Yield Strategies Fund Inc NHS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NHS Stock Details NHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18K Sell
2,779
-81
-3% -$594 ﹤0.01% 4478
2025
Q4 		$21K Sell
2,860
-2,067
-42% -$15.1K ﹤0.01% 4146
2025
Q3 		$37K Sell
4,927
-78
-2% -$584 ﹤0.01% 3753
2025
Q2 		$38K Buy
5,005
+132
+3% +$989 ﹤0.01% 3482
2025
Q1 		$37K Hold
4,873
– – ﹤0.01% 3230
2024
Q4 		$36K Sell
4,873
-591
-11% -$4.71K ﹤0.01% 3030
2024
Q3 		$47K Hold
5,464
– – ﹤0.01% 2741
2024
Q2 		$43K Hold
5,464
– – ﹤0.01% 2587
2024
Q1 		$44K Buy
5,464
+2,412
+79% +$19.4K ﹤0.01% 2380
2023
Q4 		$24K Sell
3,052
-252
-8% -$1.87K ﹤0.01% 2660
2023
Q3 		$25K Sell
3,304
-46
-1% -$352 ﹤0.01% 2532
2023
Q2 		$25K Buy
3,350
+259
+8% +$2.14K ﹤0.01% 2488
2023
Q1 		$26K Buy
3,091
+283
+10% +$2.42K ﹤0.01% 2324
2022
Q4 		$24K Buy
2,808
+1,166
+71% +$9.78K ﹤0.01% 2241
2022
Q3 		$13K Buy
1,642
+973
+145% +$8.58K ﹤0.01% 2521
2022
Q2 		$6K Hold
669
– – ﹤0.01% 2900
2022
Q1 		$8K Buy
669
+364
+119% +$4.09K ﹤0.01% 2629
2021
Q4 		$4K Buy
+305
New +$3.9K ﹤0.01% 2858

Other funds holding NHS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.81% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.29% 1-Year Est. Return
AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Neuberger High Yield Strategies Fund Inc (NHS) stake by 2.8% in Q1 2026, selling an estimated $594 and leaving 2,779 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #4478.

Carson Wealth (CWM LLC) first reported a position in NHS in Q4 2021 and has held it in 18 quarters since. The position peaked at $47K in Q3 2024. 53 funds tracked by Wall St. Rank hold NHS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,779 shares of Neuberger High Yield Strategies Fund Inc worth $18K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 81 Neuberger High Yield Strategies Fund Inc shares in Q1 2026, an estimated $594.
  • Neuberger High Yield Strategies Fund Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4478 holding.
  • Carson Wealth (CWM LLC) first reported a position in Neuberger High Yield Strategies Fund Inc in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Neuberger High Yield Strategies Fund Inc position peaked at $47K in Q3 2024.
  • 53 funds tracked by Wall St. Rank held Neuberger High Yield Strategies Fund Inc as of Q1 2026.

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