Carson Wealth (CWM LLC)
SEIM icon

Carson Wealth (CWM LLC)’s SEI QiM U.S. Large Cap Momentum Active ETF SEIM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SEIM Stock Details SEIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.3K Hold
445
– – ﹤0.01% 4406
2025
Q4 		$21K Sell
445
-164
-27% -$7.47K ﹤0.01% 4149
2025
Q3 		$28K Buy
609
+164
+37% +$7.12K ﹤0.01% 3930
2025
Q2 		$19K Hold
445
– – ﹤0.01% 3955
2025
Q1 		$16K Hold
445
– – ﹤0.01% 3846
2024
Q4 		$17K Sell
445
-313
-41% -$12K ﹤0.01% 3551
2024
Q3 		$27K Buy
+758
New +$25.6K ﹤0.01% 3186

Other funds holding SEIM

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) position steady in Q1 2026 at 445 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4406.

Carson Wealth (CWM LLC) first reported a position in SEIM in Q3 2024 and has held it in 7 quarters since. The position peaked at $28K in Q3 2025. 57 funds tracked by Wall St. Rank hold SEIM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 445 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $20.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its SEI QiM U.S. Large Cap Momentum Active ETF share count unchanged in Q1 2026.
  • SEI QiM U.S. Large Cap Momentum Active ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4406 holding.
  • Carson Wealth (CWM LLC) first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $28K in Q3 2025.
  • 57 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q1 2026.

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