Carson Wealth (CWM LLC)’s Hoya Capital High Dividend Yield ETF RIET Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.44K	Hold	271	–	–	﹤0.01%	5230
2025 Q4	$3K	Buy	+271	New	+$2.54K	﹤0.01%	5006
2023 Q2	–	Sell	-183	Closed	-$2K	–	4424
2023 Q1	$2K	Hold	183	–	–	﹤0.01%	3691
2022 Q4	$2K	Buy	+183	New	+$2.03K	﹤0.01%	3619

Other funds holding RIET

PFS

Paller Financial Services Centennial, Colorado $134M AUM

Pettee Investors Rowayton, Connecticut $194M AUM 21.67% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HCRE

Hoya Capital Real Estate Rowayton, Connecticut $5.54M AUM 10.75% 1-Year Est. Return

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

SIC

Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Hoya Capital High Dividend Yield ETF (RIET) position steady in Q1 2026 at 271 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #5230.

Carson Wealth (CWM LLC) first reported a position in RIET in Q4 2022 and has held it in 4 quarters since. The position peaked at $3K in Q4 2025. 33 funds tracked by Wall St. Rank hold RIET as of Q1 2026.

Carson Wealth (CWM LLC) held 271 shares of Hoya Capital High Dividend Yield ETF worth $2.44K as of Q1 2026.
Carson Wealth (CWM LLC) left its Hoya Capital High Dividend Yield ETF share count unchanged in Q1 2026.
Hoya Capital High Dividend Yield ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5230 holding.
Carson Wealth (CWM LLC) first reported a position in Hoya Capital High Dividend Yield ETF in Q4 2022 and has held it in 4 quarters since.
Carson Wealth (CWM LLC)'s Hoya Capital High Dividend Yield ETF position peaked at $3K in Q4 2025.
33 funds tracked by Wall St. Rank held Hoya Capital High Dividend Yield ETF as of Q1 2026.

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