AWS
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Atria Wealth Solutions’s SEI QiM U.S. Large Cap Quality Active ETF SEIQ Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-34,732
Closed -$1.21M – 2057
2024
Q4 		$1.21M Buy
+34,732
New +$1.24M 0.01% 855

Other funds holding SEIQ

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return
KF
K2 Financial Glendora, California $138M AUM 11.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return