Blue Trust Inc
SEIV icon

Blue Trust Inc’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History

Blue Trust Inc’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
2026
Q3 		– Sell
-365
Closed -$17.5K – 2734
2026
Q2 		$17.5K Buy
+365
New +$16.7K ﹤0.01% 1708

Other funds holding SEIV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Farther Finance Advisors
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
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Blue Trust Inc's SEIV Position: Q3 2026 in Review

Blue Trust Inc sold out of SEI QiM U.S. Large Cap Value Active ETF (SEIV) in Q3 2026, closing a stake of 365 shares — an estimated $17.5K sold.

Blue Trust Inc first reported a position in SEIV in Q2 2026 and held it in 1 quarter. The position peaked at $17.5K in Q2 2026. 8 funds tracked by Wall St. Rank hold SEIV as of Q3 2026.

  • Blue Trust Inc reported no remaining SEI QiM U.S. Large Cap Value Active ETF position as of Q3 2026 after selling out during the quarter.
  • Blue Trust Inc sold 365 SEI QiM U.S. Large Cap Value Active ETF shares in Q3 2026, an estimated $17.5K.
  • Blue Trust Inc first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q2 2026 and held it in 1 quarter.
  • Blue Trust Inc's SEI QiM U.S. Large Cap Value Active ETF position peaked at $17.5K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.