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

EverSource Wealth 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
2025 Q4	–	Sell	-1	Closed	-$39	–	4420
2025 Q3	$39	Sell	1 -254	-100%	-$9.58K	﹤0.01%	4269
2025 Q2	$9.48K	Buy	255 +1	+0.4%	+$35	﹤0.01%	2841
2025 Q1	$8.88K	Hold	254	–	–	﹤0.01%	2169
2024 Q4	$8.89K	Buy	254 +1	+0.4%	+$36	﹤0.01%	2060
2024 Q3	$8.84K	Hold	253	–	–	﹤0.01%	1943
2024 Q2	$8.46K	Hold	253	–	–	﹤0.01%	1940
2024 Q1	$7.72K	Sell	253 -139	-35%	-$4.36K	﹤0.01%	1829
2023 Q4	$11.9K	Buy	392 +2	+0.5%	+$58	﹤0.01%	1483
2023 Q3	$10.8K	Buy	390 +37	+10%	+$1.06K	﹤0.01%	1394
2023 Q2	$10.2K	Buy	+353	New	+$9.79K	﹤0.01%	1427

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

STB

S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

MWP

Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

YCG

Yeomans Consulting Group Marietta, Georgia $341M AUM 22.92% 1-Year Est. Return

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

EverSource Wealth Advisors's SEIQ Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) in Q4 2025, closing a stake of 1 share — an estimated $39 sold.

EverSource Wealth Advisors first reported a position in SEIQ in Q2 2023 and held it in 10 quarters. The position peaked at $11.9K in Q4 2023. 52 funds tracked by Wall St. Rank hold SEIQ as of Q4 2025.

EverSource Wealth Advisors reported no remaining SEI QiM U.S. Large Cap Quality Active ETF position as of Q4 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 1 SEI QiM U.S. Large Cap Quality Active ETF share in Q4 2025, an estimated $39.
EverSource Wealth Advisors first reported a position in SEI QiM U.S. Large Cap Quality Active ETF in Q2 2023 and held it in 10 quarters.
EverSource Wealth Advisors's SEI QiM U.S. Large Cap Quality Active ETF position peaked at $11.9K in Q4 2023.
52 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Quality Active ETF as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.