Carson Wealth (CWM LLC)
SEIQ icon

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

Carson Wealth (CWM LLC)’s Portfolio SEIQ Stock Details SEIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.65K Hold
210
– – ﹤0.01% 4886
2025
Q4 		$8K Sell
210
-75
-26% -$2.89K ﹤0.01% 4665
2025
Q3 		$11K Buy
285
+75
+36% +$2.83K ﹤0.01% 4443
2025
Q2 		$8K Hold
210
– – ﹤0.01% 4410
2025
Q1 		$7K Hold
210
– – ﹤0.01% 4313
2024
Q4 		$7K Sell
210
-151
-42% -$5.37K ﹤0.01% 4078
2024
Q3 		$13K Buy
+361
New +$12.2K ﹤0.01% 3642

Other funds holding SEIQ

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return
KF
K2 Financial Glendora, California $138M AUM 11.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) position steady in Q1 2026 at 210 shares worth $7.65K. The position accounts for ﹤0.01% of the portfolio, ranked #4886.

Carson Wealth (CWM LLC) first reported a position in SEIQ in Q3 2024 and has held it in 7 quarters since. The position peaked at $13K in Q3 2024. 47 funds tracked by Wall St. Rank hold SEIQ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 210 shares of SEI QiM U.S. Large Cap Quality Active ETF worth $7.65K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its SEI QiM U.S. Large Cap Quality Active ETF share count unchanged in Q1 2026.
  • SEI QiM U.S. Large Cap Quality Active ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4886 holding.
  • Carson Wealth (CWM LLC) first reported a position in SEI QiM U.S. Large Cap Quality Active ETF in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s SEI QiM U.S. Large Cap Quality Active ETF position peaked at $13K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Quality Active ETF as of Q1 2026.

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