IFP Advisors’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History

IFP Advisors’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
2026 Q1	$10.2K	Hold	246	–	–	﹤0.01%	3144
2025 Q4	$10.2K	Hold	246	–	–	﹤0.01%	3055
2025 Q3	$9.57K	Hold	246	–	–	﹤0.01%	2926
2025 Q2	$8.78K	Hold	246	–	–	﹤0.01%	2999
2025 Q1	$7.99K	Hold	246	–	–	﹤0.01%	2655
2024 Q4	$8.15K	Hold	246	–	–	﹤0.01%	2612
2024 Q3	$8.11K	Hold	246	–	–	﹤0.01%	2510
2024 Q2	$7.66K	Hold	246	–	–	﹤0.01%	2430
2024 Q1	$7.62K	Buy	+246	New	+$7.15K	﹤0.01%	2328
2023 Q1	–	Sell	-4,916	Closed	-$124K	–	4265
2022 Q4	$124K	Buy	4,916 +4,910	+81,833%	+$116K	﹤0.01%	1631
2022 Q3	$2K	Buy	+6	New	+$144	﹤0.01%	4400

Other funds holding SEIV

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

K2 Financial Glendora, California $138M AUM 11.8% 1-Year Est. Return

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

IFP Advisors's SEIV Position: Q1 2026 in Review

IFP Advisors held its SEI QiM U.S. Large Cap Value Active ETF (SEIV) position steady in Q1 2026 at 246 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3144.

IFP Advisors first reported a position in SEIV in Q3 2022 and has held it in 11 quarters since. The position peaked at $124K in Q4 2022. 57 funds tracked by Wall St. Rank hold SEIV as of Q1 2026.

IFP Advisors held 246 shares of SEI QiM U.S. Large Cap Value Active ETF worth $10.2K as of Q1 2026.
IFP Advisors left its SEI QiM U.S. Large Cap Value Active ETF share count unchanged in Q1 2026.
SEI QiM U.S. Large Cap Value Active ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3144 holding.
IFP Advisors first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q3 2022 and has held it in 11 quarters since.
IFP Advisors's SEI QiM U.S. Large Cap Value Active ETF position peaked at $124K in Q4 2022.
57 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.