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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$226K	Hold
2025 Q4	$226K	Hold
2025 Q3	$212K	Buy