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Formidable Asset Management’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History

Formidable Asset Management’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
-17,877
Closed -$557K – 404
2024
Q2 		$557K Buy
+17,877
New +$544K 0.09% 218

Other funds holding SEIV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $83.7B AUM 27.22% 1-Year Est. Return
HPFG
Hart & Patterson Financial Group Amherst, Massachusetts $206M AUM 7.82% 1-Year Est. Return
Osaic Holdings
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
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
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Formidable Asset Management's SEIV Position: Q3 2024 in Review

Formidable Asset Management sold out of SEI QiM U.S. Large Cap Value Active ETF (SEIV) in Q3 2024, closing a stake of 17,877 shares — an estimated $557K sold.

Formidable Asset Management first reported a position in SEIV in Q2 2024 and held it in 1 quarter. The position peaked at $557K in Q2 2024. 37 funds tracked by Wall St. Rank hold SEIV as of Q3 2024.

  • Formidable Asset Management reported no remaining SEI QiM U.S. Large Cap Value Active ETF position as of Q3 2024 after selling out during the quarter.
  • Formidable Asset Management sold 17,877 SEI QiM U.S. Large Cap Value Active ETF shares in Q3 2024, an estimated $557K.
  • Formidable Asset Management first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q2 2024 and held it in 1 quarter.
  • Formidable Asset Management's SEI QiM U.S. Large Cap Value Active ETF position peaked at $557K 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 Formidable Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.