Carson Wealth (CWM LLC)’s NEOS MSCI EAFE High Income ETF NIHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.9K	Buy	+326	New	+$16.7K	﹤0.01%	4551

Other funds holding NIHI

CWA

Cascade Wealth Advisors Wenatchee, Washington $228M AUM 7.97% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

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

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

CPL

CAP Partners LLC Franklin, Tennessee $177M AUM 20.78% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in NEOS MSCI EAFE High Income ETF (NIHI) in Q1 2026: 326 shares worth $15.9K. The stake represents ﹤0.01% of the portfolio and ranks #4551 among its holdings.

23 funds tracked by Wall St. Rank hold NIHI as of Q1 2026.

Carson Wealth (CWM LLC) held 326 shares of NEOS MSCI EAFE High Income ETF worth $15.9K as of Q1 2026.
NEOS MSCI EAFE High Income ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
NEOS MSCI EAFE High Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4551 holding.
23 funds tracked by Wall St. Rank held NEOS MSCI EAFE High Income ETF as of Q1 2026.

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