Perigon Wealth Management’s SEI QiM U.S. Equity Factor Allocation Active ETF SEUS Stock Holding History

Perigon Wealth Management’s Portfolio SEUS Stock Details SEUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.8M	Buy	+70,481	New	+$1.82M	0.03%	428

Other funds holding SEUS

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

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

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

CIA

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

Perigon Wealth Management's SEUS Position: Q3 2026 in Review

Perigon Wealth Management opened a new position in SEI QiM U.S. Equity Factor Allocation Active ETF (SEUS) in Q3 2026: 70,481 shares worth $1.8M. The stake represents 0.03% of the portfolio and ranks #428 among its holdings.

8 funds tracked by Wall St. Rank hold SEUS as of Q3 2026.

Perigon Wealth Management held 70,481 shares of SEI QiM U.S. Equity Factor Allocation Active ETF worth $1.8M as of Q3 2026.
SEI QiM U.S. Equity Factor Allocation Active ETF was a new Perigon Wealth Management position in Q3 2026.
SEI QiM U.S. Equity Factor Allocation Active ETF made up 0.03% of Perigon Wealth Management's portfolio in Q3 2026, its #428 holding.
8 funds tracked by Wall St. Rank held SEI QiM U.S. Equity Factor Allocation Active ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.