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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
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 $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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

Petra Financial Advisors's SEIV Position: Q1 2026 in Review

Petra Financial Advisors sold out of SEI QiM U.S. Large Cap Value Active ETF (SEIV) in Q1 2026, closing a stake of 36,063 shares — an estimated $1.5M sold.

Petra Financial Advisors first reported a position in SEIV in Q4 2022 and held it in 12 quarters. The position peaked at $1.5M in Q4 2025. 57 funds tracked by Wall St. Rank hold SEIV as of Q1 2026.

  • Petra Financial Advisors reported no remaining SEI QiM U.S. Large Cap Value Active ETF position as of Q1 2026 after selling out during the quarter.
  • Petra Financial Advisors sold 36,063 SEI QiM U.S. Large Cap Value Active ETF shares in Q1 2026, an estimated $1.5M.
  • Petra Financial Advisors first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q4 2022 and held it in 12 quarters.
  • Petra Financial Advisors's SEI QiM U.S. Large Cap Value Active ETF position peaked at $1.5M in Q4 2025.
  • 57 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q1 2026.

Based on Petra Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.