Accurate Wealth Management’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-5,541
Closed -$235K 607
2026
Q1
$235K Buy
5,541
+28
+0.5% +$1.18K 0.03% 477
2025
Q4
$232K Sell
5,513
-1,846
-25% -$73.9K 0.03% 461
2025
Q3
$284K Buy
7,359
+1,300
+21% +$48.4K 0.04% 404
2025
Q2
$220K Buy
+6,059
New +$200K 0.03% 417
2025
Q1
Sell
-6,824
Closed -$226K 403
2024
Q4
$226K Sell
6,824
-403
-6% -$13.6K 0.04% 348
2024
Q3
$240K Sell
7,227
-610
-8% -$19.3K 0.05% 328
2024
Q2
$250K Buy
7,837
+262
+3% +$7.98K 0.06% 269
2024
Q1
$222K Buy
+7,575
New +$220K 0.06% 265

Other funds holding SEIV

Accurate Wealth Management's SEIV Position: Q2 2026 in Review

Accurate Wealth Management sold out of SEI QiM U.S. Large Cap Value Active ETF (SEIV) in Q2 2026, closing a stake of 5,541 shares — an estimated $235K sold.

Accurate Wealth Management first reported a position in SEIV in Q1 2024 and held it in 8 quarters. The position peaked at $284K in Q3 2025. 9 funds tracked by Wall St. Rank hold SEIV as of Q2 2026.

  • Accurate Wealth Management reported no remaining SEI QiM U.S. Large Cap Value Active ETF position as of Q2 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 5,541 SEI QiM U.S. Large Cap Value Active ETF shares in Q2 2026, an estimated $235K.
  • Accurate Wealth Management first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q1 2024 and held it in 8 quarters.
  • Accurate Wealth Management's SEI QiM U.S. Large Cap Value Active ETF position peaked at $284K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.