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Cape Investment Advisory’s SEI QiM U.S. Large Cap Quality Active ETF SEIQ Stock Holding History

Cape Investment Advisory’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 		– Sell
-285
Closed -$11.1K – 1015
2025
Q4 		$11.1K Hold
285
– – ﹤0.01% 733
2025
Q3 		$11K Buy
285
+101
+55% +$3.81K 0.01% 390
2025
Q2 		$6.84K Hold
184
– – ﹤0.01% 700
2025
Q1 		$6.42K Hold
184
– – ﹤0.01% 688
2024
Q4 		$6.43K Hold
184
– – ﹤0.01% 682
2024
Q3 		$6.42K Buy
184
+35
+23% +$1.18K ﹤0.01% 651
2024
Q2 		$4.92K Hold
149
– – ﹤0.01% 663
2024
Q1 		$4.79K Buy
+149
New +$4.67K ﹤0.01% 655

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
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
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
KF
K2 Financial Glendora, California $138M AUM 11.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cape Investment Advisory's SEIQ Position: Q1 2026 in Review

Cape Investment Advisory sold out of SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) in Q1 2026, closing a stake of 285 shares — an estimated $11.1K sold.

Cape Investment Advisory first reported a position in SEIQ in Q1 2024 and held it in 8 quarters. The position peaked at $11.1K in Q4 2025. 47 funds tracked by Wall St. Rank hold SEIQ as of Q1 2026.

  • Cape Investment Advisory reported no remaining SEI QiM U.S. Large Cap Quality Active ETF position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 285 SEI QiM U.S. Large Cap Quality Active ETF shares in Q1 2026, an estimated $11.1K.
  • Cape Investment Advisory first reported a position in SEI QiM U.S. Large Cap Quality Active ETF in Q1 2024 and held it in 8 quarters.
  • Cape Investment Advisory's SEI QiM U.S. Large Cap Quality Active ETF position peaked at $11.1K in Q4 2025.
  • 47 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Quality Active ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.