Meriwether Wealth & Planning’s SEI High Yield Bond & Alternative Credit ETF LEND Stock Holding History

Meriwether Wealth & Planning’s Portfolio LEND Stock Details LEND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$797K	Buy	32,900 +955	+3%	+$23.7K	0.36%	47
2026 Q2	$804K	Buy	+31,945	New	+$803K	0.4%	49

Other funds holding LEND

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BWM

BCO Wealth Management Carlsbad, New Mexico $185M AUM 9% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Meriwether Wealth & Planning's LEND Position: Q3 2026 in Review

Meriwether Wealth & Planning increased its SEI High Yield Bond & Alternative Credit ETF (LEND) stake by 3% in Q3 2026, buying an estimated $23.7K and bringing the position to 32,900 shares worth $797K. The position accounts for 0.36% of the portfolio, ranked #47.

Meriwether Wealth & Planning first reported a position in LEND in Q2 2026 and has held it in 2 quarters since. The position peaked at $804K in Q2 2026. 10 funds tracked by Wall St. Rank hold LEND as of Q3 2026.

Meriwether Wealth & Planning held 32,900 shares of SEI High Yield Bond & Alternative Credit ETF worth $797K as of Q3 2026.
Meriwether Wealth & Planning bought 955 SEI High Yield Bond & Alternative Credit ETF shares in Q3 2026, an estimated $23.7K.
SEI High Yield Bond & Alternative Credit ETF made up 0.36% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #47 holding.
Meriwether Wealth & Planning first reported a position in SEI High Yield Bond & Alternative Credit ETF in Q2 2026 and has held it in 2 quarters since.
Meriwether Wealth & Planning's SEI High Yield Bond & Alternative Credit ETF position peaked at $804K in Q2 2026.
10 funds tracked by Wall St. Rank held SEI High Yield Bond & Alternative Credit ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.