Carson Wealth (CWM LLC)
SIHY icon

Carson Wealth (CWM LLC)’s Harbor Ares Systematic High Yield ETF SIHY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SIHY Stock Details SIHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-156
Closed -$7K – 4903
2024
Q1 		$7K Buy
+156
New +$7.05K ﹤0.01% 3536

Other funds holding SIHY

PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SIHY Position: Q2 2024 in Review

Carson Wealth (CWM LLC) sold out of Harbor Ares Systematic High Yield ETF (SIHY) in Q2 2024, closing a stake of 156 shares — an estimated $7K sold.

Carson Wealth (CWM LLC) first reported a position in SIHY in Q1 2024 and held it in 1 quarter. The position peaked at $7K in Q1 2024. 26 funds tracked by Wall St. Rank hold SIHY as of Q2 2024.

  • Carson Wealth (CWM LLC) reported no remaining Harbor Ares Systematic High Yield ETF position as of Q2 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 156 Harbor Ares Systematic High Yield ETF shares in Q2 2024, an estimated $7K.
  • Carson Wealth (CWM LLC) first reported a position in Harbor Ares Systematic High Yield ETF in Q1 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Harbor Ares Systematic High Yield ETF position peaked at $7K in Q1 2024.
  • 26 funds tracked by Wall St. Rank held Harbor Ares Systematic High Yield ETF as of Q2 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2024, filed 10 Jul 2024.