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

Carson Wealth (CWM LLC)’s Portfolio SEIV Stock Details SEIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18.6K	Hold	448	–	–	﹤0.01%	4457
2025 Q4	$19K	Sell	448 -186	-29%	-$7.44K	﹤0.01%	4209
2025 Q3	$25K	Buy	634 +186	+42%	+$6.92K	﹤0.01%	3992
2025 Q2	$16K	Hold	448	–	–	﹤0.01%	4052
2025 Q1	$15K	Hold	448	–	–	﹤0.01%	3887
2024 Q4	$15K	Sell	448 -300	-40%	-$10.1K	﹤0.01%	3639
2024 Q3	$25K	Buy	+748	New	+$23.7K	﹤0.01%	3232

Other funds holding SEIV

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

STB

S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its SEI QiM U.S. Large Cap Value Active ETF (SEIV) position steady in Q1 2026 at 448 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4457.

Carson Wealth (CWM LLC) first reported a position in SEIV in Q3 2024 and has held it in 7 quarters since. The position peaked at $25K in Q3 2025. 58 funds tracked by Wall St. Rank hold SEIV as of Q1 2026.

Carson Wealth (CWM LLC) held 448 shares of SEI QiM U.S. Large Cap Value Active ETF worth $18.6K as of Q1 2026.
Carson Wealth (CWM LLC) left its SEI QiM U.S. Large Cap Value Active ETF share count unchanged in Q1 2026.
SEI QiM U.S. Large Cap Value Active ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4457 holding.
Carson Wealth (CWM LLC) first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q3 2024 and has held it in 7 quarters since.
Carson Wealth (CWM LLC)'s SEI QiM U.S. Large Cap Value Active ETF position peaked at $25K in Q3 2025.
58 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q1 2026.

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