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

Atria Wealth Solutions’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
2025
Q1 		– Sell
-71,942
Closed -$2.38M – 2056
2024
Q4 		$2.38M Buy
+71,942
New +$2.43M 0.03% 581

Other funds holding SEIV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $1.04B AUM 21.69% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Atria Wealth Solutions's SEIV Position: Q1 2025 in Review

Atria Wealth Solutions sold out of SEI QiM U.S. Large Cap Value Active ETF (SEIV) in Q1 2025, closing a stake of 71,942 shares — an estimated $2.38M sold.

Atria Wealth Solutions first reported a position in SEIV in Q4 2024 and held it in 1 quarter. The position peaked at $2.38M in Q4 2024. 46 funds tracked by Wall St. Rank hold SEIV as of Q1 2025.

  • Atria Wealth Solutions reported no remaining SEI QiM U.S. Large Cap Value Active ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 71,942 SEI QiM U.S. Large Cap Value Active ETF shares in Q1 2025, an estimated $2.38M.
  • Atria Wealth Solutions first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q4 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's SEI QiM U.S. Large Cap Value Active ETF position peaked at $2.38M in Q4 2024.
  • 46 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.