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

Marks Group Wealth Management’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
2025
Q2 		– Sell
-42,610
Closed -$1.38M – 316
2025
Q1 		$1.38M Buy
+42,610
New +$1.43M 0.13% 152

Other funds holding SEIV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $1.04B AUM 21.69% 1-Year Est. Return

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

Marks Group Wealth Management sold out of SEI QiM U.S. Large Cap Value Active ETF (SEIV) in Q2 2025, closing a stake of 42,610 shares — an estimated $1.38M sold.

Marks Group Wealth Management first reported a position in SEIV in Q1 2025 and held it in 1 quarter. The position peaked at $1.38M in Q1 2025. 48 funds tracked by Wall St. Rank hold SEIV as of Q2 2025.

  • Marks Group Wealth Management reported no remaining SEI QiM U.S. Large Cap Value Active ETF position as of Q2 2025 after selling out during the quarter.
  • Marks Group Wealth Management sold 42,610 SEI QiM U.S. Large Cap Value Active ETF shares in Q2 2025, an estimated $1.38M.
  • Marks Group Wealth Management first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q1 2025 and held it in 1 quarter.
  • Marks Group Wealth Management's SEI QiM U.S. Large Cap Value Active ETF position peaked at $1.38M in Q1 2025.
  • 48 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q2 2025.

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