Carson Wealth (CWM LLC)
SQLV icon

Carson Wealth (CWM LLC)’s Royce Quant Small-Cap Quality Value ETF SQLV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SQLV Stock Details SQLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.18K Hold
163
– – ﹤0.01% 4912
2025
Q4 		$7K Buy
+163
New +$6.92K ﹤0.01% 4713

Other funds holding SQLV

EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Royce Quant Small-Cap Quality Value ETF (SQLV) position steady in Q1 2026 at 163 shares worth $7.18K. The position accounts for ﹤0.01% of the portfolio, ranked #4912.

Carson Wealth (CWM LLC) first reported a position in SQLV in Q4 2025 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold SQLV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 163 shares of Royce Quant Small-Cap Quality Value ETF worth $7.18K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Royce Quant Small-Cap Quality Value ETF share count unchanged in Q1 2026.
  • Royce Quant Small-Cap Quality Value ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4912 holding.
  • Carson Wealth (CWM LLC) first reported a position in Royce Quant Small-Cap Quality Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Royce Quant Small-Cap Quality Value ETF as of Q1 2026.

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