Meriwether Wealth & Planning’s SEI QiM U.S. Large Cap Quality Active ETF SEIQ Stock Holding History

Meriwether Wealth & Planning’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
2026 Q2	–	Sell	-128,484	Closed	-$4.68M	–	131
2026 Q1	$4.68M	Buy	128,484 +7,819	+6%	+$299K	2.56%	10
2025 Q4	$4.7M	Buy	120,665 +6,864	+6%	+$264K	2.65%	8
2025 Q3	$4.4M	Buy	113,801 +5,457	+5%	+$206K	2.55%	9
2025 Q2	$4.03M	Buy	108,344 +37,900	+54%	+$1.34M	2.52%	8
2025 Q1	$2.46M	Buy	70,444 +14,195	+25%	+$502K	1.61%	11
2024 Q4	$1.97M	Buy	+56,249	New	+$2M	1.4%	13

Other funds holding SEIQ

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 1-Year Est. Return

MFG

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

PFA

Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Meriwether Wealth & Planning's SEIQ Position: Q2 2026 in Review

Meriwether Wealth & Planning sold out of SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) in Q2 2026, closing a stake of 128,484 shares — an estimated $4.68M sold.

Meriwether Wealth & Planning first reported a position in SEIQ in Q4 2024 and held it in 6 quarters. The position peaked at $4.7M in Q4 2025. 22 funds tracked by Wall St. Rank hold SEIQ as of Q2 2026.

Meriwether Wealth & Planning reported no remaining SEI QiM U.S. Large Cap Quality Active ETF position as of Q2 2026 after selling out during the quarter.
Meriwether Wealth & Planning sold 128,484 SEI QiM U.S. Large Cap Quality Active ETF shares in Q2 2026, an estimated $4.68M.
Meriwether Wealth & Planning first reported a position in SEI QiM U.S. Large Cap Quality Active ETF in Q4 2024 and held it in 6 quarters.
Meriwether Wealth & Planning's SEI QiM U.S. Large Cap Quality Active ETF position peaked at $4.7M in Q4 2025.
22 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Quality Active ETF as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.