Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s NEOS S&P 500 High Income ETF SPYI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SPYI Stock Details SPYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$551K Sell
11,166
-343
-3% -$17.8K ﹤0.01% 1937
2025
Q4 		$605K Buy
11,509
+5,673
+97% +$298K ﹤0.01% 1801
2025
Q3 		$305K Buy
5,836
+1,965
+51% +$101K ﹤0.01% 2122
2025
Q2 		$195K Buy
3,871
+1,361
+54% +$65.5K ﹤0.01% 2203
2025
Q1 		$120K Buy
2,510
+2,087
+493% +$105K ﹤0.01% 2271
2024
Q4 		$22K Buy
423
+9
+2% +$466 ﹤0.01% 3383
2024
Q3 		$21K Buy
414
+314
+314% +$15.8K ﹤0.01% 3334
2024
Q2 		$5K Sell
100
-2,074
-95% -$103K ﹤0.01% 3899
2024
Q1 		$109K Buy
2,174
+94
+5% +$4.64K ﹤0.01% 1829
2023
Q4 		$100K Buy
+2,080
New +$98.5K ﹤0.01% 1779

Other funds holding SPYI

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return