LA
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LexAurum Advisors’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History

LexAurum Advisors’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 		$411K Sell
8,565
-513
-6% -$23.5K 0.05% 282
2026
Q1 		$377K Buy
+9,078
New +$383K 0.05% 286
2025
Q3 		$287K Buy
7,377
+1,251
+20% +$46.5K 0.04% 302
2025
Q2 		$219K Buy
+6,126
New +$202K 0.03% 330

Other funds holding SEIV

SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return