BCO Wealth Management’s SEI High Yield Bond & Alternative Credit ETF LEND Stock Holding History

BCO Wealth Management’s Portfolio LEND Stock Details LEND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$523K	Sell	21,598 -197	-0.9%	-$4.89K	0.28%	19
2026 Q2	$549K	Buy	+21,795	New	+$548K	0.3%	19

Other funds holding LEND

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

BCO Wealth Management's LEND Position: Q3 2026 in Review

BCO Wealth Management reduced its SEI High Yield Bond & Alternative Credit ETF (LEND) stake by 0.9% in Q3 2026, selling an estimated $4.89K and leaving 21,598 shares worth $523K. The position accounts for 0.28% of the portfolio, ranked #19.

BCO Wealth Management first reported a position in LEND in Q2 2026 and has held it in 2 quarters since. The position peaked at $549K in Q2 2026. 10 funds tracked by Wall St. Rank hold LEND as of Q3 2026.

BCO Wealth Management held 21,598 shares of SEI High Yield Bond & Alternative Credit ETF worth $523K as of Q3 2026.
BCO Wealth Management sold 197 SEI High Yield Bond & Alternative Credit ETF shares in Q3 2026, an estimated $4.89K.
SEI High Yield Bond & Alternative Credit ETF made up 0.28% of BCO Wealth Management's portfolio in Q3 2026, its #19 holding.
BCO Wealth Management first reported a position in SEI High Yield Bond & Alternative Credit ETF in Q2 2026 and has held it in 2 quarters since.
BCO Wealth Management's SEI High Yield Bond & Alternative Credit ETF position peaked at $549K in Q2 2026.
10 funds tracked by Wall St. Rank held SEI High Yield Bond & Alternative Credit ETF as of Q3 2026.

Based on BCO Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.