Carson Wealth (CWM LLC)
SPYI icon

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 $445B AUM 25.58% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its NEOS S&P 500 High Income ETF (SPYI) stake by 3% in Q1 2026, selling an estimated $17.8K and leaving 11,166 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #1937.

Carson Wealth (CWM LLC) first reported a position in SPYI in Q4 2023 and has held it in 10 quarters since. The position peaked at $605K in Q4 2025. 394 funds tracked by Wall St. Rank hold SPYI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,166 shares of NEOS S&P 500 High Income ETF worth $551K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 343 NEOS S&P 500 High Income ETF shares in Q1 2026, an estimated $17.8K.
  • NEOS S&P 500 High Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1937 holding.
  • Carson Wealth (CWM LLC) first reported a position in NEOS S&P 500 High Income ETF in Q4 2023 and has held it in 10 quarters since.
  • Carson Wealth (CWM LLC)'s NEOS S&P 500 High Income ETF position peaked at $605K in Q4 2025.
  • 394 funds tracked by Wall St. Rank held NEOS S&P 500 High Income ETF as of Q1 2026.

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