Carson Wealth (CWM LLC)
PSK icon

Carson Wealth (CWM LLC)’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PSK Stock Details PSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$525K Buy
17,039
+11,060
+185% +$354K ﹤0.01% 1979
2025
Q4 		$189K Buy
5,979
+4,103
+219% +$133K ﹤0.01% 2619
2025
Q3 		$62K Buy
1,876
+129
+7% +$4.2K ﹤0.01% 3353
2025
Q2 		$55K Buy
1,747
+86
+5% +$2.72K ﹤0.01% 3212
2025
Q1 		$54K Hold
1,661
– – ﹤0.01% 2918
2024
Q4 		$55K Buy
1,661
+880
+113% +$30.4K ﹤0.01% 2733
2024
Q3 		$28K Sell
781
-11
-1% -$381 ﹤0.01% 3154
2024
Q2 		$27K Buy
792
+11
+1% +$371 ﹤0.01% 2922
2024
Q1 		$27K Buy
781
+87
+13% +$3.01K ﹤0.01% 2713
2023
Q4 		$23K Buy
694
+420
+153% +$13.5K ﹤0.01% 2699
2023
Q3 		$9K Buy
274
+21
+8% +$692 ﹤0.01% 3202
2023
Q2 		$8K Sell
253
-73
-22% -$2.44K ﹤0.01% 3229
2023
Q1 		$11K Sell
326
-976
-75% -$34.2K ﹤0.01% 2901
2022
Q4 		$43K Buy
+1,302
New +$43.9K ﹤0.01% 1826
2022
Q2 		– Sell
-1,110
Closed -$43K – 4041
2022
Q1 		$43K Sell
1,110
-111
-9% -$4.43K ﹤0.01% 1670
2021
Q4 		$52K Buy
+1,221
New +$52.2K ﹤0.01% 1556
2021
Q2 		$55K Hold
1,234
– – ﹤0.01% 1365
2021
Q1 		$55K Hold
1,234
– – ﹤0.01% 1365
2020
Q4 		$55K Hold
1,234
– – ﹤0.01% 1365
2020
Q3 		$55K Hold
1,234
– – ﹤0.01% 1365
2020
Q2 		$55K Hold
1,234
– – ﹤0.01% 1365
2020
Q1 		$55K Hold
1,234
– – ﹤0.01% 1365
2019
Q4 		$55K Hold
1,234
– – ﹤0.01% 1365
2019
Q3 		$55K Hold
1,234
– – ﹤0.01% 1365
2019
Q2 		$55K Hold
1,234
– – ﹤0.01% 1365
2019
Q1 		$55K Sell
1,234
-217,137
-99% -$9.09M ﹤0.01% 1365
2018
Q4 		$8.64M Buy
218,371
+86,133
+65% +$3.51M 0.22% 100
2018
Q3 		$5.64M Buy
132,238
+58,167
+79% +$2.51M 0.14% 145
2018
Q2 		$3.22M Buy
74,071
+17,939
+32% +$771K 0.11% 164
2018
Q1 		$2.44M Buy
56,132
+7,304
+15% +$315K 0.1% 157
2017
Q4 		$2.15M Buy
48,828
+2,960
+6% +$132K 0.1% 158
2017
Q3 		$2.05M Sell
45,868
-7,940
-15% -$358K 0.1% 154
2017
Q2 		$2.42M Buy
53,808
+1,617
+3% +$72.6K 0.12% 136
2017
Q1 		$2.29M Sell
52,191
-1,774
-3% -$77.2K 0.13% 141
2016
Q4 		$2.26M Sell
53,965
-24,311
-31% -$1.06M 0.14% 142
2016
Q3 		$3.56M Sell
78,276
-110,969
-59% -$5.12M 0.25% 114
2016
Q2 		$8.72M Buy
189,245
+726
+0.4% +$33.1K 0.64% 54
2016
Q1 		$8.5M Buy
188,519
+187,994
+35,808% +$8.37M 0.75% 53
2015
Q4 		$23K Hold
525
– – ﹤0.01% 387
2015
Q3 		$23K Buy
+525
New +$23.1K ﹤0.01% 355

Other funds holding PSK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 185% in Q1 2026, buying an estimated $354K and bringing the position to 17,039 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #1979.

Carson Wealth (CWM LLC) first reported a position in PSK in Q3 2015 and has held it in 40 quarters since. The position peaked at $8.72M in Q2 2016. 159 funds tracked by Wall St. Rank hold PSK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 17,039 shares of State Street SPDR ICE Preferred Securities ETF worth $525K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 11,060 State Street SPDR ICE Preferred Securities ETF shares in Q1 2026, an estimated $354K.
  • State Street SPDR ICE Preferred Securities ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1979 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR ICE Preferred Securities ETF in Q3 2015 and has held it in 40 quarters since.
  • Carson Wealth (CWM LLC)'s State Street SPDR ICE Preferred Securities ETF position peaked at $8.72M in Q2 2016.
  • 159 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2026.

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