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

Cahill Financial 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	$741K	Sell	20,358 -6,341	-24%	-$243K	0.08%	149
2025 Q4	$1.04M	Sell	26,699 -3,249	-11%	-$125K	0.11%	123
2025 Q3	$1.16M	Buy	29,948 +5,171	+21%	+$195K	0.13%	113
2025 Q2	$921K	Sell	24,777 -3,271	-12%	-$116K	0.11%	126
2025 Q1	$979K	Sell	28,048 -4,134	-13%	-$146K	0.13%	115
2024 Q4	$1.12M	Sell	32,182 -3,735	-10%	-$133K	0.15%	110
2024 Q3	$1.25M	Buy	35,917 +9	+0%	+$303	0.17%	94
2024 Q2	$1.19M	Buy	35,908 +232	+0.7%	+$7.4K	0.16%	109
2024 Q1	$1.15M	Buy	+35,676	New	+$1.12M	0.16%	112

Other funds holding SEIQ

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 1-Year Est. Return

STB

S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 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

K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cahill Financial Advisors's SEIQ Position: Q1 2026 in Review

Cahill Financial Advisors reduced its SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) stake by 24% in Q1 2026, selling an estimated $243K and leaving 20,358 shares worth $741K. The position accounts for 0.08% of the portfolio, ranked #149.

Cahill Financial Advisors first reported a position in SEIQ in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.25M in Q3 2024. 47 funds tracked by Wall St. Rank hold SEIQ as of Q1 2026.

Cahill Financial Advisors held 20,358 shares of SEI QiM U.S. Large Cap Quality Active ETF worth $741K as of Q1 2026.
Cahill Financial Advisors sold 6,341 SEI QiM U.S. Large Cap Quality Active ETF shares in Q1 2026, an estimated $243K.
SEI QiM U.S. Large Cap Quality Active ETF made up 0.08% of Cahill Financial Advisors's portfolio in Q1 2026, its #149 holding.
Cahill Financial Advisors first reported a position in SEI QiM U.S. Large Cap Quality Active ETF in Q1 2024 and has held it in 9 quarters since.
Cahill Financial Advisors's SEI QiM U.S. Large Cap Quality Active ETF position peaked at $1.25M in Q3 2024.
47 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Quality Active ETF as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.