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
2025
Q3 		$305K Buy
2025
Q2 		$195K Buy
2025
Q1 		$120K Buy
2024
Q4 		$22K Buy
2024
Q3 		$21K Buy
2024
Q2 		$5K Sell
2024
Q1 		$109K Buy
2023
Q4 		$100K Buy