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Action Point Financial Planning’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History

Action Point Financial Planning’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
Q2 		$28.2K Buy
+586
New +$26.8K ﹤0.01% 1016

Other funds holding SEIV

SEI Investments
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return

Action Point Financial Planning's SEIV Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in SEI QiM U.S. Large Cap Value Active ETF (SEIV) in Q2 2026: 586 shares worth $28.2K. The stake represents ﹤0.01% of the portfolio and ranks #1016 among its holdings.

76 funds tracked by Wall St. Rank hold SEIV as of Q2 2026.

  • Action Point Financial Planning held 586 shares of SEI QiM U.S. Large Cap Value Active ETF worth $28.2K as of Q2 2026.
  • SEI QiM U.S. Large Cap Value Active ETF was a new Action Point Financial Planning position in Q2 2026.
  • SEI QiM U.S. Large Cap Value Active ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1016 holding.
  • 76 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.