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 Q3	$242K	Sell	4,927 -515	-9%	-$25.6K	﹤0.01%	1400
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Independent Financial Group's SEIV Position: Q3 2026 in Review

Independent Financial Group reduced its SEI QiM U.S. Large Cap Value Active ETF (SEIV) stake by 9.5% in Q3 2026, selling an estimated $25.6K and leaving 4,927 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

Independent Financial Group first reported a position in SEIV in Q3 2025 and has held it in 5 quarters since. The position peaked at $261K in Q2 2026. 8 funds tracked by Wall St. Rank hold SEIV as of Q3 2026.

Independent Financial Group held 4,927 shares of SEI QiM U.S. Large Cap Value Active ETF worth $242K as of Q3 2026.
Independent Financial Group sold 515 SEI QiM U.S. Large Cap Value Active ETF shares in Q3 2026, an estimated $25.6K.
SEI QiM U.S. Large Cap Value Active ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1400 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 5 quarters since.
Independent Financial Group's SEI QiM U.S. Large Cap Value Active ETF position peaked at $261K in Q2 2026.
8 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.