Cape Investment Advisory’s SEI High Yield Bond & Alternative Credit ETF LEND Stock Holding History

Cape Investment Advisory’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 Q3	$5.83K	Hold	241	–	–	﹤0.01%	993
2026 Q2	$6.07K	Buy	+241	New	+$6.06K	﹤0.01%	978

Other funds holding LEND

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

BWM

BCO Wealth Management Carlsbad, New Mexico $185M AUM 9% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Cape Investment Advisory's LEND Position: Q3 2026 in Review

Cape Investment Advisory held its SEI High Yield Bond & Alternative Credit ETF (LEND) position steady in Q3 2026 at 241 shares worth $5.83K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Cape Investment Advisory first reported a position in LEND in Q2 2026 and has held it in 2 quarters since. The position peaked at $6.07K in Q2 2026. 10 funds tracked by Wall St. Rank hold LEND as of Q3 2026.

Cape Investment Advisory held 241 shares of SEI High Yield Bond & Alternative Credit ETF worth $5.83K as of Q3 2026.
Cape Investment Advisory left its SEI High Yield Bond & Alternative Credit ETF share count unchanged in Q3 2026.
SEI High Yield Bond & Alternative Credit ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #993 holding.
Cape Investment Advisory first reported a position in SEI High Yield Bond & Alternative Credit ETF in Q2 2026 and has held it in 2 quarters since.
Cape Investment Advisory's SEI High Yield Bond & Alternative Credit ETF position peaked at $6.07K in Q2 2026.
10 funds tracked by Wall St. Rank held SEI High Yield Bond & Alternative Credit ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.