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

Advisornet Financial’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 		$63.2K Sell
1,520
-118
-7% -$4.98K ﹤0.01% 970
2025
Q4 		$68K Sell
1,638
-12
-0.7% -$480 ﹤0.01% 950
2025
Q3 		$64.2K Hold
1,650
– – ﹤0.01% 949
2025
Q2 		$58.9K Hold
1,650
– – ﹤0.01% 947
2025
Q1 		$53.6K Buy
1,650
+216
+15% +$7.25K ﹤0.01% 913
2024
Q4 		$47.5K Sell
1,434
-1,090
-43% -$36.8K ﹤0.01% 899
2024
Q3 		$83.2K Buy
2,524
+1,470
+139% +$46.5K 0.01% 748
2024
Q2 		$32.8K Hold
1,054
– – ﹤0.01% 953
2024
Q1 		$32.6K Buy
+1,054
New +$30.6K ﹤0.01% 938

Other funds holding SEIV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
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
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KF
K2 Financial Glendora, California $138M AUM 11.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Advisornet Financial's SEIV Position: Q1 2026 in Review

Advisornet Financial reduced its SEI QiM U.S. Large Cap Value Active ETF (SEIV) stake by 7.2% in Q1 2026, selling an estimated $4.98K and leaving 1,520 shares worth $63.2K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Advisornet Financial first reported a position in SEIV in Q1 2024 and has held it in 9 quarters since. The position peaked at $83.2K in Q3 2024. 57 funds tracked by Wall St. Rank hold SEIV as of Q1 2026.

  • Advisornet Financial held 1,520 shares of SEI QiM U.S. Large Cap Value Active ETF worth $63.2K as of Q1 2026.
  • Advisornet Financial sold 118 SEI QiM U.S. Large Cap Value Active ETF shares in Q1 2026, an estimated $4.98K.
  • SEI QiM U.S. Large Cap Value Active ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #970 holding.
  • Advisornet Financial first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q1 2024 and has held it in 9 quarters since.
  • Advisornet Financial's SEI QiM U.S. Large Cap Value Active ETF position peaked at $83.2K in Q3 2024.
  • 57 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.