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Morton Brown Family Wealth’s SEI QiM U.S. Large Cap Quality Active ETF SEIQ Stock Holding History

Morton Brown Family Wealth’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
Q1 		– Sell
-548
Closed -$21.3K – 300
2025
Q4 		$21.3K Buy
+548
New +$21.1K 0.01% 151

Other funds holding SEIQ

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 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
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return
KF
K2 Financial Glendora, California $138M AUM 11.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morton Brown Family Wealth's SEIQ Position: Q1 2026 in Review

Morton Brown Family Wealth sold out of SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) in Q1 2026, closing a stake of 548 shares — an estimated $21.3K sold.

Morton Brown Family Wealth first reported a position in SEIQ in Q4 2025 and held it in 1 quarter. The position peaked at $21.3K in Q4 2025. 47 funds tracked by Wall St. Rank hold SEIQ as of Q1 2026.

  • Morton Brown Family Wealth reported no remaining SEI QiM U.S. Large Cap Quality Active ETF position as of Q1 2026 after selling out during the quarter.
  • Morton Brown Family Wealth sold 548 SEI QiM U.S. Large Cap Quality Active ETF shares in Q1 2026, an estimated $21.3K.
  • Morton Brown Family Wealth first reported a position in SEI QiM U.S. Large Cap Quality Active ETF in Q4 2025 and held it in 1 quarter.
  • Morton Brown Family Wealth's SEI QiM U.S. Large Cap Quality Active ETF position peaked at $21.3K in Q4 2025.
  • 47 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Quality Active ETF as of Q1 2026.

Based on Morton Brown Family Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.