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Coppell Advisory Solutions’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History

Coppell Advisory Solutions’s Portfolio SEIV Stock Details SEIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-270
Closed -$8.96K – 1571
2024
Q4 		$8.96K Buy
+270
New +$9.12K ﹤0.01% 1149

Other funds holding SEIV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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
GWM
Geneos Wealth Management Englewood, Colorado $4.9B 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $1.04B AUM 21.69% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Coppell Advisory Solutions's SEIV Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of SEI QiM U.S. Large Cap Value Active ETF (SEIV) in Q1 2025, closing a stake of 270 shares — an estimated $8.96K sold.

Coppell Advisory Solutions first reported a position in SEIV in Q4 2024 and held it in 1 quarter. The position peaked at $8.96K in Q4 2024. 46 funds tracked by Wall St. Rank hold SEIV as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining SEI QiM U.S. Large Cap Value Active ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 270 SEI QiM U.S. Large Cap Value Active ETF shares in Q1 2025, an estimated $8.96K.
  • Coppell Advisory Solutions first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q4 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's SEI QiM U.S. Large Cap Value Active ETF position peaked at $8.96K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.