Carson Wealth (CWM LLC)
SEIS

Carson Wealth (CWM LLC)’s SEI Select Small Cap ETF SEIS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SEIS Stock Details SEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.12K Sell
149
-195
-57% -$5.62K ﹤0.01% 5089
2025
Q4 		$10K Sell
344
-1,832
-84% -$50.8K ﹤0.01% 4572
2025
Q3 		$61K Buy
2,176
+2,027
+1,360% +$54.5K ﹤0.01% 3367
2025
Q2 		$4K Hold
149
– – ﹤0.01% 4729
2025
Q1 		$4K Hold
149
– – ﹤0.01% 4588
2024
Q4 		$4K Buy
+149
New +$3.97K ﹤0.01% 4371

Other funds holding SEIS

SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CCC
Compass Capital Corp Braintree, Massachusetts $307M AUM 30.03% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LIA
Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its SEI Select Small Cap ETF (SEIS) stake by 57% in Q1 2026, selling an estimated $5.62K and leaving 149 shares worth $4.12K. The position accounts for ﹤0.01% of the portfolio, ranked #5089.

Carson Wealth (CWM LLC) first reported a position in SEIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $61K in Q3 2025. 30 funds tracked by Wall St. Rank hold SEIS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 149 shares of SEI Select Small Cap ETF worth $4.12K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 195 SEI Select Small Cap ETF shares in Q1 2026, an estimated $5.62K.
  • SEI Select Small Cap ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5089 holding.
  • Carson Wealth (CWM LLC) first reported a position in SEI Select Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s SEI Select Small Cap ETF position peaked at $61K in Q3 2025.
  • 30 funds tracked by Wall St. Rank held SEI Select Small Cap ETF as of Q1 2026.

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