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Brookwood Investment Group’s SEI QiM U.S. Large Cap Quality Active ETF SEIQ Stock Holding History

Brookwood Investment Group’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
Q4 		– Sell
-193,889
Closed -$7.5M – 563
2025
Q3 		$7.5M Buy
193,889
+60,838
+46% +$2.29M 0.97% 20
2025
Q2 		$4.95M Buy
+133,051
New +$4.7M 0.8% 20

Other funds holding SEIQ

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 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
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return
YCG
Yeomans Consulting Group Marietta, Georgia $341M AUM 22.92% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return

Brookwood Investment Group's SEIQ Position: Q4 2025 in Review

Brookwood Investment Group sold out of SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) in Q4 2025, closing a stake of 193,889 shares — an estimated $7.5M sold.

Brookwood Investment Group first reported a position in SEIQ in Q2 2025 and held it in 2 quarters. The position peaked at $7.5M in Q3 2025. 52 funds tracked by Wall St. Rank hold SEIQ as of Q4 2025.

  • Brookwood Investment Group reported no remaining SEI QiM U.S. Large Cap Quality Active ETF position as of Q4 2025 after selling out during the quarter.
  • Brookwood Investment Group sold 193,889 SEI QiM U.S. Large Cap Quality Active ETF shares in Q4 2025, an estimated $7.5M.
  • Brookwood Investment Group first reported a position in SEI QiM U.S. Large Cap Quality Active ETF in Q2 2025 and held it in 2 quarters.
  • Brookwood Investment Group's SEI QiM U.S. Large Cap Quality Active ETF position peaked at $7.5M in Q3 2025.
  • 52 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Quality Active ETF as of Q4 2025.

Based on Brookwood Investment Group's 13F filing for Q4 2025, filed 22 Jan 2026.