Carson Wealth (CWM LLC)
SELV icon

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

Carson Wealth (CWM LLC)’s Portfolio SELV Stock Details SELV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29.2K Hold
904
– – ﹤0.01% 4182
2025
Q4 		$29K Sell
904
-527
-37% -$16.8K ﹤0.01% 3976
2025
Q3 		$46K Buy
1,431
+527
+58% +$16.5K ﹤0.01% 3610
2025
Q2 		$28K Hold
904
– – ﹤0.01% 3695
2025
Q1 		$28K Sell
904
-79
-8% -$2.37K ﹤0.01% 3452
2024
Q4 		$29K Sell
983
-1,073
-52% -$32K ﹤0.01% 3203
2024
Q3 		$61K Buy
+2,056
New +$58.6K ﹤0.01% 2553

Other funds holding SELV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
CA
Chatterton & Associates Anaheim, California $170M AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its SEI QiM U.S. Large Cap Low Volatility Active ETF (SELV) position steady in Q1 2026 at 904 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4182.

Carson Wealth (CWM LLC) first reported a position in SELV in Q3 2024 and has held it in 7 quarters since. The position peaked at $61K in Q3 2024. 33 funds tracked by Wall St. Rank hold SELV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 904 shares of SEI QiM U.S. Large Cap Low Volatility Active ETF worth $29.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its SEI QiM U.S. Large Cap Low Volatility Active ETF share count unchanged in Q1 2026.
  • SEI QiM U.S. Large Cap Low Volatility Active ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4182 holding.
  • Carson Wealth (CWM LLC) first reported a position in SEI QiM U.S. Large Cap Low Volatility Active ETF in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s SEI QiM U.S. Large Cap Low Volatility Active ETF position peaked at $61K in Q3 2024.
  • 33 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Low Volatility Active ETF as of Q1 2026.

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