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

Exencial 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
2026 Q1	$1.06M	Buy	29,077 +2,566	+10%	+$98.2K	0.03%	287
2025 Q4	$1.03M	Sell	26,511 -3,143	-11%	-$121K	0.03%	290
2025 Q3	$1.15M	Buy	29,654 +7,848	+36%	+$296K	0.04%	271
2025 Q2	$811K	Sell	21,806 -1,375	-6%	-$48.6K	0.03%	305
2025 Q1	$809K	Sell	23,181 -236	-1%	-$8.34K	0.03%	305
2024 Q4	$818K	Sell	23,417 -1,388	-6%	-$49.4K	0.03%	307
2024 Q3	$865K	Sell	24,805 -1,847	-7%	-$62.2K	0.03%	293
2024 Q2	$881K	Sell	26,652 -1,545	-5%	-$49.3K	0.03%	288
2024 Q1	$907K	Buy	+28,197	New	+$883K	0.03%	289

Other funds holding SEIQ

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return

STB

S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 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 $142M AUM 14.09% 1-Year Est. Return

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

Exencial Wealth Advisors's SEIQ Position: Q1 2026 in Review

Exencial Wealth Advisors increased its SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) stake by 9.7% in Q1 2026, buying an estimated $98.2K and bringing the position to 29,077 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #287.

Exencial Wealth Advisors first reported a position in SEIQ in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.15M in Q3 2025. 47 funds tracked by Wall St. Rank hold SEIQ as of Q1 2026.

Exencial Wealth Advisors held 29,077 shares of SEI QiM U.S. Large Cap Quality Active ETF worth $1.06M as of Q1 2026.
Exencial Wealth Advisors bought 2,566 SEI QiM U.S. Large Cap Quality Active ETF shares in Q1 2026, an estimated $98.2K.
SEI QiM U.S. Large Cap Quality Active ETF made up 0.03% of Exencial Wealth Advisors's portfolio in Q1 2026, its #287 holding.
Exencial Wealth Advisors 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.
Exencial Wealth Advisors's SEI QiM U.S. Large Cap Quality Active ETF position peaked at $1.15M 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 Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.