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Cassady Wealth & Retirement Planning’s SEI QiM U.S. Large Cap Quality Active ETF SEIQ Stock Holding History

Cassady Wealth & Retirement Planning’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 		$427K Buy
11,076
+209
+2% +$8K 0.22% 73
2025
Q4 		$423K Buy
+10,867
New +$418K 0.28% 69

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

Cassady Wealth & Retirement Planning's SEIQ Position: Q1 2026 in Review

Cassady Wealth & Retirement Planning increased its SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) stake by 1.9% in Q1 2026, buying an estimated $8K and bringing the position to 11,076 shares worth $427K. The position accounts for 0.22% of the portfolio, ranked #73.

Cassady Wealth & Retirement Planning first reported a position in SEIQ in Q4 2025 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold SEIQ as of Q1 2026.

  • Cassady Wealth & Retirement Planning held 11,076 shares of SEI QiM U.S. Large Cap Quality Active ETF worth $427K as of Q1 2026.
  • Cassady Wealth & Retirement Planning bought 209 SEI QiM U.S. Large Cap Quality Active ETF shares in Q1 2026, an estimated $8K.
  • SEI QiM U.S. Large Cap Quality Active ETF made up 0.22% of Cassady Wealth & Retirement Planning's portfolio in Q1 2026, its #73 holding.
  • Cassady Wealth & Retirement Planning first reported a position in SEI QiM U.S. Large Cap Quality Active ETF in Q4 2025 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Quality Active ETF as of Q1 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q1 2026, filed 18 May 2026.