CIA
LEND

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
Q2 		$6.07K Buy
+241
New +$6.06K ﹤0.01% 978

Other funds holding LEND

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TPBG
Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
BWM
BCO Wealth Management Carlsbad, New Mexico $183M AUM 15.82% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Cape Investment Advisory's LEND Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in SEI High Yield Bond & Alternative Credit ETF (LEND) in Q2 2026: 241 shares worth $6.07K. The stake represents ﹤0.01% of the portfolio and ranks #978 among its holdings.

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

  • Cape Investment Advisory held 241 shares of SEI High Yield Bond & Alternative Credit ETF worth $6.07K as of Q2 2026.
  • SEI High Yield Bond & Alternative Credit ETF was a new Cape Investment Advisory position in Q2 2026.
  • SEI High Yield Bond & Alternative Credit ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #978 holding.
  • 23 funds tracked by Wall St. Rank held SEI High Yield Bond & Alternative Credit ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.