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

Concurrent Investment Advisors’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 		$228K Buy
6,268
+304
+5% +$11.6K ﹤0.01% 1668
2025
Q4 		$232K Sell
5,964
-180
-3% -$6.93K ﹤0.01% 1557
2025
Q3 		$238K Buy
+6,144
New +$232K ﹤0.01% 1264

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

Concurrent Investment Advisors's SEIQ Position: Q1 2026 in Review

Concurrent Investment Advisors increased its SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) stake by 5.1% in Q1 2026, buying an estimated $11.6K and bringing the position to 6,268 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1668.

Concurrent Investment Advisors first reported a position in SEIQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $238K in Q3 2025. 47 funds tracked by Wall St. Rank hold SEIQ as of Q1 2026.

  • Concurrent Investment Advisors held 6,268 shares of SEI QiM U.S. Large Cap Quality Active ETF worth $228K as of Q1 2026.
  • Concurrent Investment Advisors bought 304 SEI QiM U.S. Large Cap Quality Active ETF shares in Q1 2026, an estimated $11.6K.
  • SEI QiM U.S. Large Cap Quality Active ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1668 holding.
  • Concurrent Investment Advisors first reported a position in SEI QiM U.S. Large Cap Quality Active ETF in Q3 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's SEI QiM U.S. Large Cap Quality Active ETF position peaked at $238K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Quality Active ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.