Calton & Associates’s SEI High Yield Bond & Alternative Credit ETF LEND Stock Holding History

Calton & Associates’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 Q2	$309K	Buy	+12,280	New	+$309K	0.05%	309

Other funds holding LEND

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

STB

S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return

TPBG

Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFG

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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Calton & Associates's LEND Position: Q2 2026 in Review

Calton & Associates opened a new position in SEI High Yield Bond & Alternative Credit ETF (LEND) in Q2 2026: 12,280 shares worth $309K. The stake represents 0.05% of the portfolio and ranks #309 among its holdings.

91 funds tracked by Wall St. Rank hold LEND as of Q2 2026.

Calton & Associates held 12,280 shares of SEI High Yield Bond & Alternative Credit ETF worth $309K as of Q2 2026.
SEI High Yield Bond & Alternative Credit ETF was a new Calton & Associates position in Q2 2026.
SEI High Yield Bond & Alternative Credit ETF made up 0.05% of Calton & Associates's portfolio in Q2 2026, its #309 holding.
91 funds tracked by Wall St. Rank held SEI High Yield Bond & Alternative Credit ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.