Merit Financial Group’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History

Merit Financial Group’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	$11.7M	Buy	243,798 +67,334	+38%	+$3.08M	0.07%	232
2026 Q1	$7.33M	Buy	176,464 +71,421	+68%	+$3.01M	0.05%	295
2025 Q4	$4.36M	Sell	105,043 -568	-0.5%	-$22.7K	0.04%	389
2025 Q3	$4.11M	Buy	105,611 +23,008	+28%	+$856K	0.04%	351
2025 Q2	$2.95M	Buy	82,603 +4,643	+6%	+$153K	0.03%	409
2025 Q1	$2.53M	Buy	+77,960	New	+$2.62M	0.04%	363

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Merit Financial Group's SEIV Position: Q2 2026 in Review

Merit Financial Group increased its SEI QiM U.S. Large Cap Value Active ETF (SEIV) stake by 38% in Q2 2026, buying an estimated $3.08M and bringing the position to 243,798 shares worth $11.7M. The position accounts for 0.07% of the portfolio, ranked #232.

Merit Financial Group first reported a position in SEIV in Q1 2025 and has held it in 6 quarters since. 76 funds tracked by Wall St. Rank hold SEIV as of Q2 2026.

Merit Financial Group held 243,798 shares of SEI QiM U.S. Large Cap Value Active ETF worth $11.7M as of Q2 2026.
Merit Financial Group bought 67,334 SEI QiM U.S. Large Cap Value Active ETF shares in Q2 2026, an estimated $3.08M.
SEI QiM U.S. Large Cap Value Active ETF made up 0.07% of Merit Financial Group's portfolio in Q2 2026, its #232 holding.
Merit Financial Group first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q1 2025 and has held it in 6 quarters since.
76 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.