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Petra Financial Advisors’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History

Petra Financial Advisors’s Portfolio SEIV Stock Details SEIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.13M Buy
+44,357
New +$2.03M 0.99% 24
2026
Q1 		– Sell
-36,063
Closed -$1.5M – 144
2025
Q4 		$1.5M Buy
36,063
+608
+2% +$24.3K 0.88% 29
2025
Q3 		$1.38M Buy
35,455
+2,880
+9% +$107K 0.8% 35
2025
Q2 		$1.16M Buy
32,575
+510
+2% +$16.8K 0.74% 36
2025
Q1 		$1.04M Sell
32,065
-493
-2% -$16.5K 0.85% 28
2024
Q4 		$1.08M Sell
32,558
-398
-1% -$13.4K 0.73% 38
2024
Q3 		$1.09M Buy
32,956
+568
+2% +$18K 0.72% 41
2024
Q2 		$1.01M Buy
32,388
+13,311
+70% +$405K 0.73% 45
2024
Q1 		$537K Hold
19,077
– – 0.39% 72
2023
Q4 		$537K Buy
19,077
+971
+5% +$25.4K 0.45% 68
2023
Q3 		$459K Buy
+18,106
New +$472K 0.38% 73
2023
Q2 		– Sell
-13,300
Closed -$321K – 122
2023
Q1 		$321K Buy
13,300
+1,348
+11% +$32.9K 0.32% 57
2022
Q4 		$282K Buy
+11,952
New +$282K 0.31% 75

Other funds holding SEIV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return

Petra Financial Advisors's SEIV Position: Q2 2026 in Review

Petra Financial Advisors opened a new position in SEI QiM U.S. Large Cap Value Active ETF (SEIV) in Q2 2026: 44,357 shares worth $2.13M. The stake represents 0.99% of the portfolio and ranks #24 among its holdings. This is a return to the name: Petra Financial Advisors previously reported a position in SEIV as recently as Q4 2025.

Petra Financial Advisors first reported a position in SEIV in Q4 2022 and has held it in 13 quarters since. 76 funds tracked by Wall St. Rank hold SEIV as of Q2 2026.

  • Petra Financial Advisors held 44,357 shares of SEI QiM U.S. Large Cap Value Active ETF worth $2.13M as of Q2 2026.
  • SEI QiM U.S. Large Cap Value Active ETF was a new Petra Financial Advisors position in Q2 2026.
  • SEI QiM U.S. Large Cap Value Active ETF made up 0.99% of Petra Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • Petra Financial Advisors first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q4 2022 and has held it in 13 quarters since.
  • 76 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.