Carson Wealth (CWM LLC)
PSFF icon

Carson Wealth (CWM LLC)’s Pacer Swan SOS Fund of Funds ETF PSFF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PSFF Stock Details PSFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$228K Sell
7,108
-553
-7% -$17.9K ﹤0.01% 2622
2025
Q4 		$248K Sell
7,661
-813
-10% -$25.9K ﹤0.01% 2390
2025
Q3 		$268K Sell
8,474
-1,325
-14% -$41.2K ﹤0.01% 2223
2025
Q2 		$299K Sell
9,799
-2,133
-18% -$61.8K ﹤0.01% 1874
2025
Q1 		$341K Buy
11,932
+9,625
+417% +$283K ﹤0.01% 1608
2024
Q4 		$68K Buy
+2,307
New +$67.2K ﹤0.01% 2571

Other funds holding PSFF

AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $280M AUM 16.93% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $628M AUM 15.05% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $166M AUM 19.6% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Pacer Swan SOS Fund of Funds ETF (PSFF) stake by 7.2% in Q1 2026, selling an estimated $17.9K and leaving 7,108 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #2622.

Carson Wealth (CWM LLC) first reported a position in PSFF in Q4 2024 and has held it in 6 quarters since. The position peaked at $341K in Q1 2025. 92 funds tracked by Wall St. Rank hold PSFF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,108 shares of Pacer Swan SOS Fund of Funds ETF worth $228K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 553 Pacer Swan SOS Fund of Funds ETF shares in Q1 2026, an estimated $17.9K.
  • Pacer Swan SOS Fund of Funds ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2622 holding.
  • Carson Wealth (CWM LLC) first reported a position in Pacer Swan SOS Fund of Funds ETF in Q4 2024 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s Pacer Swan SOS Fund of Funds ETF position peaked at $341K in Q1 2025.
  • 92 funds tracked by Wall St. Rank held Pacer Swan SOS Fund of Funds ETF as of Q1 2026.

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