Carson Wealth (CWM LLC)
PSIX

Carson Wealth (CWM LLC)’s Power Solutions International PSIX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PSIX Stock Details PSIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$148K Buy
2,436
+1,134
+87% +$80.9K ﹤0.01% 2962
2025
Q4 		$74K Buy
1,302
+113
+10% +$8.06K ﹤0.01% 3311
2025
Q3 		$117K Buy
+1,189
New +$105K ﹤0.01% 2856

Other funds holding PSIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BB
Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Power Solutions International (PSIX) stake by 87% in Q1 2026, buying an estimated $80.9K and bringing the position to 2,436 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #2962.

Carson Wealth (CWM LLC) first reported a position in PSIX in Q3 2025 and has held it in 3 quarters since. 201 funds tracked by Wall St. Rank hold PSIX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,436 shares of Power Solutions International worth $148K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,134 Power Solutions International shares in Q1 2026, an estimated $80.9K.
  • Power Solutions International made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2962 holding.
  • Carson Wealth (CWM LLC) first reported a position in Power Solutions International in Q3 2025 and has held it in 3 quarters since.
  • 201 funds tracked by Wall St. Rank held Power Solutions International as of Q1 2026.

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