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Calton & Associates’s SEI QiM U.S. Large Cap Quality Active ETF SEIQ Stock Holding History

Calton & Associates’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
-6,708
Closed -$259K – 480
2025
Q3 		$259K Buy
+6,708
New +$253K 0.04% 356
2025
Q2 		– Sell
-7,792
Closed -$272K – 416
2025
Q1 		$272K Buy
+7,792
New +$275K 0.06% 255

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 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 $138M AUM 11.8% 1-Year Est. Return

Calton & Associates's SEIQ Position: Q4 2025 in Review

Calton & Associates sold out of SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) in Q4 2025, closing a stake of 6,708 shares — an estimated $259K sold.

Calton & Associates first reported a position in SEIQ in Q1 2025 and held it in 2 quarters. The position peaked at $272K in Q1 2025. 52 funds tracked by Wall St. Rank hold SEIQ as of Q4 2025.

  • Calton & Associates reported no remaining SEI QiM U.S. Large Cap Quality Active ETF position as of Q4 2025 after selling out during the quarter.
  • Calton & Associates sold 6,708 SEI QiM U.S. Large Cap Quality Active ETF shares in Q4 2025, an estimated $259K.
  • Calton & Associates first reported a position in SEI QiM U.S. Large Cap Quality Active ETF in Q1 2025 and held it in 2 quarters.
  • Calton & Associates's SEI QiM U.S. Large Cap Quality Active ETF position peaked at $272K in Q1 2025.
  • 52 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Quality Active ETF as of Q4 2025.

Based on Calton & Associates's 13F filing for Q4 2025, filed 10 Feb 2026.