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

Lifeworks 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	$292K	Buy	+6,080	New	+$278K	0.03%	277

Other funds holding SEIV

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return

STB

S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SWM

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return

Lifeworks Advisors's SEIV Position: Q2 2026 in Review

Lifeworks Advisors opened a new position in SEI QiM U.S. Large Cap Value Active ETF (SEIV) in Q2 2026: 6,080 shares worth $292K. The stake represents 0.03% of the portfolio and ranks #277 among its holdings.

76 funds tracked by Wall St. Rank hold SEIV as of Q2 2026.

Lifeworks Advisors held 6,080 shares of SEI QiM U.S. Large Cap Value Active ETF worth $292K as of Q2 2026.
SEI QiM U.S. Large Cap Value Active ETF was a new Lifeworks Advisors position in Q2 2026.
SEI QiM U.S. Large Cap Value Active ETF made up 0.03% of Lifeworks Advisors's portfolio in Q2 2026, its #277 holding.
76 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.