Creative Financial Designs’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History

Creative Financial Designs’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
2026 Q3	$2.75K	Buy	+56	New	+$2.79K	﹤0.01%	1929

Other funds holding SEIV

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.58B AUM 19.35% 1-Year Est. Return

S&T Bank Indiana, Pennsylvania $296M AUM 78.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

StoneCrest Wealth Management Chandler, Arizona $311M AUM 40.87% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

K2 Financial Glendora, California $144M AUM 7.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Creative Financial Designs's SEIV Position: Q3 2026 in Review

Creative Financial Designs opened a new position in SEI QiM U.S. Large Cap Value Active ETF (SEIV) in Q3 2026: 56 shares worth $2.75K. The stake represents ﹤0.01% of the portfolio and ranks #1929 among its holdings.

64 funds tracked by Wall St. Rank hold SEIV as of Q3 2026.

Creative Financial Designs held 56 shares of SEI QiM U.S. Large Cap Value Active ETF worth $2.75K as of Q3 2026.
SEI QiM U.S. Large Cap Value Active ETF was a new Creative Financial Designs position in Q3 2026.
SEI QiM U.S. Large Cap Value Active ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q3 2026, its #1929 holding.
64 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q3 2026.

Based on Creative Financial Designs's 13F filing for Q3 2026, filed 4 Nov 2026.