SWMG LLC
CORO icon

SWMG LLC’s iShares International Country Rotation Active ETF CORO Stock Holding History

SWMG LLC’s Portfolio CORO Stock Details CORO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$15.4M Buy
434,780
+186,026
+75% +$6.78M 3.36% 6
2026
Q2 		$8.92M Buy
+248,754
New +$8.79M 2.1% 13

Other funds holding CORO

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

SWMG LLC's CORO Position: Q3 2026 in Review

SWMG LLC increased its iShares International Country Rotation Active ETF (CORO) stake by 75% in Q3 2026, buying an estimated $6.78M and bringing the position to 434,780 shares worth $15.4M. The position accounts for 3.36% of the portfolio, ranked #6.

SWMG LLC first reported a position in CORO in Q2 2026 and has held it in 2 quarters since. 201 funds tracked by Wall St. Rank hold CORO as of Q3 2026.

  • SWMG LLC held 434,780 shares of iShares International Country Rotation Active ETF worth $15.4M as of Q3 2026.
  • SWMG LLC bought 186,026 iShares International Country Rotation Active ETF shares in Q3 2026, an estimated $6.78M.
  • iShares International Country Rotation Active ETF made up 3.36% of SWMG LLC's portfolio in Q3 2026, its #6 holding.
  • SWMG LLC first reported a position in iShares International Country Rotation Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 201 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.