BPA
SEIQ icon

Beacon Pointe Advisors’s SEI QiM U.S. Large Cap Quality Active ETF SEIQ Stock Holding History

Beacon Pointe Advisors’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
Q1 		$5.38M Buy
147,753
+7,377
+5% +$282K 0.03% 455
2025
Q4 		$5.46M Buy
140,376
+1,146
+0.8% +$44.1K 0.04% 361
2025
Q3 		$5.39M Buy
+139,230
New +$5.25M 0.05% 331

Other funds holding SEIQ

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
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 $38.8B AUM 21.88% 1-Year Est. Return

Beacon Pointe Advisors's SEIQ Position: Q1 2026 in Review

Beacon Pointe Advisors increased its SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) stake by 5.3% in Q1 2026, buying an estimated $282K and bringing the position to 147,753 shares worth $5.38M. The position accounts for 0.03% of the portfolio, ranked #455.

Beacon Pointe Advisors first reported a position in SEIQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.46M in Q4 2025. 47 funds tracked by Wall St. Rank hold SEIQ as of Q1 2026.

  • Beacon Pointe Advisors held 147,753 shares of SEI QiM U.S. Large Cap Quality Active ETF worth $5.38M as of Q1 2026.
  • Beacon Pointe Advisors bought 7,377 SEI QiM U.S. Large Cap Quality Active ETF shares in Q1 2026, an estimated $282K.
  • SEI QiM U.S. Large Cap Quality Active ETF made up 0.03% of Beacon Pointe Advisors's portfolio in Q1 2026, its #455 holding.
  • Beacon Pointe Advisors first reported a position in SEI QiM U.S. Large Cap Quality Active ETF in Q3 2025 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's SEI QiM U.S. Large Cap Quality Active ETF position peaked at $5.46M in Q4 2025.
  • 47 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Quality Active ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.