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

My Legacy 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
2025
Q2 		$273K Sell
7,343
-72
-1% -$2.54K 0.1% 181
2025
Q1 		$259K Sell
7,415
-30
-0.4% -$1.06K 0.1% 188
2024
Q4 		$260K Sell
7,445
-2
-0% -$71 0.1% 184
2024
Q3 		$260K Sell
7,447
-453
-6% -$15.2K 0.1% 181
2024
Q2 		$261K Sell
7,900
-446
-5% -$14.2K 0.08% 191
2024
Q1 		$269K Buy
+8,346
New +$261K 0.09% 196

Other funds holding SEIQ

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 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
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 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

My Legacy Advisors's SEIQ Position: Q2 2025 in Review

My Legacy Advisors reduced its SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) stake by 0.97% in Q2 2025, selling an estimated $2.54K and leaving 7,343 shares worth $273K. The position accounts for 0.1% of the portfolio, ranked #181.

My Legacy Advisors first reported a position in SEIQ in Q1 2024 and has held it in 6 quarters since. 45 funds tracked by Wall St. Rank hold SEIQ as of Q2 2025.

  • My Legacy Advisors held 7,343 shares of SEI QiM U.S. Large Cap Quality Active ETF worth $273K as of Q2 2025.
  • My Legacy Advisors sold 72 SEI QiM U.S. Large Cap Quality Active ETF shares in Q2 2025, an estimated $2.54K.
  • SEI QiM U.S. Large Cap Quality Active ETF made up 0.1% of My Legacy Advisors's portfolio in Q2 2025, its #181 holding.
  • My Legacy Advisors first reported a position in SEI QiM U.S. Large Cap Quality Active ETF in Q1 2024 and has held it in 6 quarters since.
  • 45 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Quality Active ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.