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

Independent Wealth Network’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 		$238K Buy
5,727
+275
+5% +$11.6K 0.07% 252
2025
Q4 		$226K Buy
+5,452
New +$218K 0.07% 247

Other funds holding SEIV

SEI Investments
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
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
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
KF
K2 Financial Glendora, California $138M AUM 11.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Independent Wealth Network's SEIV Position: Q1 2026 in Review

Independent Wealth Network increased its SEI QiM U.S. Large Cap Value Active ETF (SEIV) stake by 5% in Q1 2026, buying an estimated $11.6K and bringing the position to 5,727 shares worth $238K. The position accounts for 0.07% of the portfolio, ranked #252.

Independent Wealth Network first reported a position in SEIV in Q4 2025 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold SEIV as of Q1 2026.

  • Independent Wealth Network held 5,727 shares of SEI QiM U.S. Large Cap Value Active ETF worth $238K as of Q1 2026.
  • Independent Wealth Network bought 275 SEI QiM U.S. Large Cap Value Active ETF shares in Q1 2026, an estimated $11.6K.
  • SEI QiM U.S. Large Cap Value Active ETF made up 0.07% of Independent Wealth Network's portfolio in Q1 2026, its #252 holding.
  • Independent Wealth Network first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q4 2025 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.