Carson Wealth (CWM LLC)
QALT

Carson Wealth (CWM LLC)’s SEI DBi Multi-Strategy Alternative ETF QALT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QALT Stock Details QALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.8K Buy
623
+129
+26% +$3.31K ﹤0.01% 4557
2025
Q4 		$12K Sell
494
-1,364
-73% -$35.2K ﹤0.01% 4481
2025
Q3 		$47K Buy
+1,858
New +$46.8K ﹤0.01% 3593

Other funds holding QALT

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
CCA
Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its SEI DBi Multi-Strategy Alternative ETF (QALT) stake by 26% in Q1 2026, buying an estimated $3.31K and bringing the position to 623 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4557.

Carson Wealth (CWM LLC) first reported a position in QALT in Q3 2025 and has held it in 3 quarters since. The position peaked at $47K in Q3 2025. 31 funds tracked by Wall St. Rank hold QALT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 623 shares of SEI DBi Multi-Strategy Alternative ETF worth $15.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 129 SEI DBi Multi-Strategy Alternative ETF shares in Q1 2026, an estimated $3.31K.
  • SEI DBi Multi-Strategy Alternative ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4557 holding.
  • Carson Wealth (CWM LLC) first reported a position in SEI DBi Multi-Strategy Alternative ETF in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s SEI DBi Multi-Strategy Alternative ETF position peaked at $47K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held SEI DBi Multi-Strategy Alternative ETF as of Q1 2026.

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