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Marks Group Wealth Management’s SEI QiM U.S. Large Cap Quality Active ETF SEIQ Stock Holding History

Marks Group Wealth Management’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
Q2 		– Sell
-20,218
Closed -$706K – 315
2025
Q1 		$706K Buy
+20,218
New +$714K 0.07% 208

Other funds holding SEIQ

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 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
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 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

Marks Group Wealth Management's SEIQ Position: Q2 2025 in Review

Marks Group Wealth Management sold out of SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) in Q2 2025, closing a stake of 20,218 shares — an estimated $706K sold.

Marks Group Wealth Management first reported a position in SEIQ in Q1 2025 and held it in 1 quarter. The position peaked at $706K in Q1 2025. 45 funds tracked by Wall St. Rank hold SEIQ as of Q2 2025.

  • Marks Group Wealth Management reported no remaining SEI QiM U.S. Large Cap Quality Active ETF position as of Q2 2025 after selling out during the quarter.
  • Marks Group Wealth Management sold 20,218 SEI QiM U.S. Large Cap Quality Active ETF shares in Q2 2025, an estimated $706K.
  • Marks Group Wealth Management first reported a position in SEI QiM U.S. Large Cap Quality Active ETF in Q1 2025 and held it in 1 quarter.
  • Marks Group Wealth Management's SEI QiM U.S. Large Cap Quality Active ETF position peaked at $706K in Q1 2025.
  • 45 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Quality Active ETF as of Q2 2025.

Based on Marks Group Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.