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Larson Financial Group’s SEI QiM U.S. Large Cap Quality Active ETF SEIQ Stock Holding History

Larson Financial Group’s Portfolio SEIQ Stock Details SEIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,248
Closed -$48.3K – 3636
2025
Q3 		$48.3K Buy
+1,248
New +$47.1K ﹤0.01% 1177

Other funds holding SEIQ

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return
YCG
Yeomans Consulting Group Marietta, Georgia $341M AUM 22.92% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return

Larson Financial Group's SEIQ Position: Q4 2025 in Review

Larson Financial Group sold out of SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) in Q4 2025, closing a stake of 1,248 shares — an estimated $48.3K sold.

Larson Financial Group first reported a position in SEIQ in Q3 2025 and held it in 1 quarter. The position peaked at $48.3K in Q3 2025. 52 funds tracked by Wall St. Rank hold SEIQ as of Q4 2025.

  • Larson Financial Group reported no remaining SEI QiM U.S. Large Cap Quality Active ETF position as of Q4 2025 after selling out during the quarter.
  • Larson Financial Group sold 1,248 SEI QiM U.S. Large Cap Quality Active ETF shares in Q4 2025, an estimated $48.3K.
  • Larson Financial Group first reported a position in SEI QiM U.S. Large Cap Quality Active ETF in Q3 2025 and held it in 1 quarter.
  • Larson Financial Group's SEI QiM U.S. Large Cap Quality Active ETF position peaked at $48.3K in Q3 2025.
  • 52 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Quality Active ETF as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.