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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
Q2 		$454K Buy
11,508
+432
+4% +$16.8K 0.21% 70
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 $113B AUM 34.64% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

Cassady Wealth & Retirement Planning's SEIQ Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) stake by 3.9% in Q2 2026, buying an estimated $16.8K and bringing the position to 11,508 shares worth $454K. The position accounts for 0.21% of the portfolio, ranked #70.

Cassady Wealth & Retirement Planning first reported a position in SEIQ in Q4 2025 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold SEIQ as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 11,508 shares of SEI QiM U.S. Large Cap Quality Active ETF worth $454K as of Q2 2026.
  • Cassady Wealth & Retirement Planning bought 432 SEI QiM U.S. Large Cap Quality Active ETF shares in Q2 2026, an estimated $16.8K.
  • SEI QiM U.S. Large Cap Quality Active ETF made up 0.21% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #70 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 3 quarters since.
  • 56 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Quality Active ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.