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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$523K Sell
10,901
-615
-5% -$28.1K ﹤0.01% 1376
2026
Q1
$479K Sell
11,516
-388
-3% -$16.4K 0.01% 1232
2025
Q4
$494K Sell
11,904
-523
-4% -$20.9K 0.01% 1146
2025
Q3
$483K Buy
12,427
+4,735
+62% +$176K 0.01% 928
2025
Q2
$275K Buy
+7,692
New +$254K 0.01% 1105

Other funds holding SEIV

Concurrent Investment Advisors's SEIV Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its SEI QiM U.S. Large Cap Value Active ETF (SEIV) stake by 5.3% in Q2 2026, selling an estimated $28.1K and leaving 10,901 shares worth $523K. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

Concurrent Investment Advisors first reported a position in SEIV in Q2 2025 and has held it in 5 quarters since. 76 funds tracked by Wall St. Rank hold SEIV as of Q2 2026.

  • Concurrent Investment Advisors held 10,901 shares of SEI QiM U.S. Large Cap Value Active ETF worth $523K as of Q2 2026.
  • Concurrent Investment Advisors sold 615 SEI QiM U.S. Large Cap Value Active ETF shares in Q2 2026, an estimated $28.1K.
  • SEI QiM U.S. Large Cap Value Active ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1376 holding.
  • Concurrent Investment Advisors first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 76 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.