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MONECO Advisors’s SEI QiM U.S. Large Cap Quality Active ETF SEIQ Stock Holding History

MONECO Advisors’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
2024
Q2 		– Sell
-6,495
Closed -$209K – 443
2024
Q1 		$209K Buy
+6,495
New +$203K 0.03% 390

Other funds holding SEIQ

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
HPFG
Hart & Patterson Financial Group Amherst, Massachusetts $206M AUM 7.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

MONECO Advisors's SEIQ Position: Q2 2024 in Review

MONECO Advisors sold out of SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) in Q2 2024, closing a stake of 6,495 shares — an estimated $209K sold.

MONECO Advisors first reported a position in SEIQ in Q1 2024 and held it in 1 quarter. The position peaked at $209K in Q1 2024. 31 funds tracked by Wall St. Rank hold SEIQ as of Q2 2024.

  • MONECO Advisors reported no remaining SEI QiM U.S. Large Cap Quality Active ETF position as of Q2 2024 after selling out during the quarter.
  • MONECO Advisors sold 6,495 SEI QiM U.S. Large Cap Quality Active ETF shares in Q2 2024, an estimated $209K.
  • MONECO Advisors first reported a position in SEI QiM U.S. Large Cap Quality Active ETF in Q1 2024 and held it in 1 quarter.
  • MONECO Advisors's SEI QiM U.S. Large Cap Quality Active ETF position peaked at $209K in Q1 2024.
  • 31 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Quality Active ETF as of Q2 2024.

Based on MONECO Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.