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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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B 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 $13.4B AUM 19.09% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return
KF
K2 Financial Glendora, California $138M AUM 11.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return