Carson Wealth (CWM LLC)’s NEOS Enhanced Income 20+ Year Treasury Bond ETF TLTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$249K	Buy	5,432 +18	+0.3%	+$834	﹤0.01%	2539
2025 Q4	$249K	Buy	5,414 +4,176	+337%	+$197K	﹤0.01%	2387
2025 Q3	$58K	Buy	1,238 +17	+1%	+$787	﹤0.01%	3418
2025 Q2	$57K	Buy	+1,221	New	+$56.4K	﹤0.01%	3179

Other funds holding TLTI

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its NEOS Enhanced Income 20+ Year Treasury Bond ETF (TLTI) stake by 0.33% in Q1 2026, buying an estimated $834 and bringing the position to 5,432 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #2539.

Carson Wealth (CWM LLC) first reported a position in TLTI in Q2 2025 and has held it in 4 quarters since. The position peaked at $249K in Q4 2025. 5 funds tracked by Wall St. Rank hold TLTI as of Q1 2026.

Carson Wealth (CWM LLC) held 5,432 shares of NEOS Enhanced Income 20+ Year Treasury Bond ETF worth $249K as of Q1 2026.
Carson Wealth (CWM LLC) bought 18 NEOS Enhanced Income 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $834.
NEOS Enhanced Income 20+ Year Treasury Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2539 holding.
Carson Wealth (CWM LLC) first reported a position in NEOS Enhanced Income 20+ Year Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
Carson Wealth (CWM LLC)'s NEOS Enhanced Income 20+ Year Treasury Bond ETF position peaked at $249K in Q4 2025.
5 funds tracked by Wall St. Rank held NEOS Enhanced Income 20+ Year Treasury Bond ETF as of Q1 2026.

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