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Independent Financial Group’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History

Independent Financial Group’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
Q2 		$261K Hold
5,442
– – ﹤0.01% 1336
2026
Q1 		$226K Hold
5,442
– – 0.01% 1322
2025
Q4 		$226K Hold
5,442
– – 0.01% 1286
2025
Q3 		$212K Buy
+5,442
New +$202K 0.01% 1262

Other funds holding SEIV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return

Independent Financial Group's SEIV Position: Q2 2026 in Review

Independent Financial Group held its SEI QiM U.S. Large Cap Value Active ETF (SEIV) position steady in Q2 2026 at 5,442 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

Independent Financial Group first reported a position in SEIV in Q3 2025 and has held it in 4 quarters since. 76 funds tracked by Wall St. Rank hold SEIV as of Q2 2026.

  • Independent Financial Group held 5,442 shares of SEI QiM U.S. Large Cap Value Active ETF worth $261K as of Q2 2026.
  • Independent Financial Group left its SEI QiM U.S. Large Cap Value Active ETF share count unchanged in Q2 2026.
  • SEI QiM U.S. Large Cap Value Active ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1336 holding.
  • Independent Financial Group first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q3 2025 and has held it in 4 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 Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.