AssetMark Inc
SEIQ icon

AssetMark Inc’s SEI QiM U.S. Large Cap Quality Active ETF SEIQ Stock Holding History

AssetMark Inc’s Portfolio SEIQ Stock Details SEIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.8K Sell
275
-141
-34% -$5.48K ﹤0.01% 2418
2026
Q1 		$15.1K Sell
416
-9
-2% -$344 ﹤0.01% 2159
2025
Q4 		$16.5K Hold
425
– – ﹤0.01% 2051
2025
Q3 		$16.4K Buy
425
+150
+55% +$5.66K ﹤0.01% 1975
2025
Q2 		$10.2K Buy
275
+258
+1,518% +$9.12K ﹤0.01% 1952
2025
Q1 		$594 Buy
+17
New +$601 ﹤0.01% 2388

Other funds holding SEIQ

SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
PFA
Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

AssetMark Inc's SEIQ Position: Q2 2026 in Review

AssetMark Inc reduced its SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) stake by 34% in Q2 2026, selling an estimated $5.48K and leaving 275 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2418.

AssetMark Inc first reported a position in SEIQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $16.5K in Q4 2025. 25 funds tracked by Wall St. Rank hold SEIQ as of Q2 2026.

  • AssetMark Inc held 275 shares of SEI QiM U.S. Large Cap Quality Active ETF worth $10.8K as of Q2 2026.
  • AssetMark Inc sold 141 SEI QiM U.S. Large Cap Quality Active ETF shares in Q2 2026, an estimated $5.48K.
  • SEI QiM U.S. Large Cap Quality Active ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2418 holding.
  • AssetMark Inc first reported a position in SEI QiM U.S. Large Cap Quality Active ETF in Q1 2025 and has held it in 6 quarters since.
  • AssetMark Inc's SEI QiM U.S. Large Cap Quality Active ETF position peaked at $16.5K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Quality Active ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.