First Command Advisory Services’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History

First Command Advisory Services’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
2024 Q3	–	Sell	-376	Closed	–	–	544
2024 Q2	$0	Buy	+376	New	+$11.5K	﹤0.01%	621

Other funds holding SEIV

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

HPFG

Hart & Patterson Financial Group Amherst, Massachusetts $206M AUM 7.82% 1-Year Est. Return

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

CFA

Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return

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

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

First Command Advisory Services's SEIV Position: Q3 2024 in Review

First Command Advisory Services sold out of SEI QiM U.S. Large Cap Value Active ETF (SEIV) in Q3 2024, closing a stake of 376 shares.

First Command Advisory Services first reported a position in SEIV in Q2 2024 and held it in 1 quarter. The position peaked at $0 in Q2 2024. 37 funds tracked by Wall St. Rank hold SEIV as of Q3 2024.

First Command Advisory Services reported no remaining SEI QiM U.S. Large Cap Value Active ETF position as of Q3 2024 after selling out during the quarter.
First Command Advisory Services sold 376 SEI QiM U.S. Large Cap Value Active ETF shares in Q3 2024.
First Command Advisory Services first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q2 2024 and held it in 1 quarter.
First Command Advisory Services's SEI QiM U.S. Large Cap Value Active ETF position peaked at $0 in Q2 2024.
37 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q3 2024.

Based on First Command Advisory Services's 13F filing for Q3 2024, filed 25 Oct 2024.