Envestnet Asset Management’s SEI QiM U.S. Large Cap Quality Active ETF SEIQ Stock Holding History

Envestnet Asset Management’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	$5.86M	Buy	160,842 +1,660	+1%	+$63.5K	﹤0.01%	2203
2025 Q4	$6.2M	Sell	159,182 -1,053	-0.7%	-$40.5K	﹤0.01%	2028
2025 Q3	$6.2M	Buy	160,235 +37,378	+30%	+$1.41M	﹤0.01%	2087
2025 Q2	$4.57M	Sell	122,857 -330	-0.3%	-$11.7K	﹤0.01%	2256
2025 Q1	$4.3M	Sell	123,187 -5,720	-4%	-$202K	﹤0.01%	2232
2024 Q4	$4.5M	Sell	128,907 -3,988	-3%	-$142K	﹤0.01%	2170
2024 Q3	$4.63M	Sell	132,895 -7,296	-5%	-$246K	﹤0.01%	2145
2024 Q2	$4.63M	Sell	140,191 -1,704	-1%	-$54.3K	﹤0.01%	2070
2024 Q1	$4.57M	Buy	+141,895	New	+$4.45M	﹤0.01%	2045

Other funds holding SEIQ

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

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

K2 Financial Glendora, California $138M AUM 11.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management's SEIQ Position: Q1 2026 in Review

Envestnet Asset Management increased its SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) stake by 1% in Q1 2026, buying an estimated $63.5K and bringing the position to 160,842 shares worth $5.86M. The position accounts for ﹤0.01% of the portfolio, ranked #2203.

Envestnet Asset Management first reported a position in SEIQ in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.2M in Q3 2025. 47 funds tracked by Wall St. Rank hold SEIQ as of Q1 2026.

Envestnet Asset Management held 160,842 shares of SEI QiM U.S. Large Cap Quality Active ETF worth $5.86M as of Q1 2026.
Envestnet Asset Management bought 1,660 SEI QiM U.S. Large Cap Quality Active ETF shares in Q1 2026, an estimated $63.5K.
SEI QiM U.S. Large Cap Quality Active ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2203 holding.
Envestnet Asset Management first reported a position in SEI QiM U.S. Large Cap Quality Active ETF in Q1 2024 and has held it in 9 quarters since.
Envestnet Asset Management's SEI QiM U.S. Large Cap Quality Active ETF position peaked at $6.2M 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 Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.