Holistic Planning’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIV
SWGC
STB
BPA
MFG
SWM
KF
Holistic Planning's SEIV Position: Q2 2026 in Review
Holistic Planning increased its SEI QiM U.S. Large Cap Value Active ETF (SEIV) stake by 103% in Q2 2026, buying an estimated $566K and bringing the position to 24,412 shares worth $1.17M. The position accounts for 0.18% of the portfolio, ranked #116.
Holistic Planning first reported a position in SEIV in Q1 2026 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold SEIV as of Q2 2026.
- Holistic Planning held 24,412 shares of SEI QiM U.S. Large Cap Value Active ETF worth $1.17M as of Q2 2026.
- Holistic Planning bought 12,377 SEI QiM U.S. Large Cap Value Active ETF shares in Q2 2026, an estimated $566K.
- SEI QiM U.S. Large Cap Value Active ETF made up 0.18% of Holistic Planning's portfolio in Q2 2026, its #116 holding.
- Holistic Planning first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q1 2026 and has held it in 2 quarters since.
- 76 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q2 2026.
Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.