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Principal Securities’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History

Principal Securities’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 		$827K Buy
17,222
+515
+3% +$23.6K 0.01% 853
2026
Q1 		$694K Sell
16,707
-174
-1% -$7.34K 0.01% 859
2025
Q4 		$701K Sell
16,881
-633
-4% -$25.3K 0.01% 809
2025
Q3 		$681K Buy
17,514
+3,840
+28% +$143K 0.01% 794
2025
Q2 		$488K Buy
13,674
+2,315
+20% +$76.4K 0.01% 864
2025
Q1 		$376K Hold
11,359
– – 0.01% 879
2024
Q4 		$376K Buy
11,359
+1,532
+16% +$51.7K 0.01% 875
2024
Q3 		$324K Buy
9,827
+437
+5% +$13.8K 0.01% 908
2024
Q2 		$293K Buy
9,390
+1,627
+21% +$49.6K 0.01% 897
2024
Q1 		$240K Buy
+7,763
New +$226K 0.01% 943

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

Principal Securities's SEIV Position: Q2 2026 in Review

Principal Securities increased its SEI QiM U.S. Large Cap Value Active ETF (SEIV) stake by 3.1% in Q2 2026, buying an estimated $23.6K and bringing the position to 17,222 shares worth $827K. The position accounts for 0.01% of the portfolio, ranked #853.

Principal Securities first reported a position in SEIV in Q1 2024 and has held it in 10 quarters since. 76 funds tracked by Wall St. Rank hold SEIV as of Q2 2026.

  • Principal Securities held 17,222 shares of SEI QiM U.S. Large Cap Value Active ETF worth $827K as of Q2 2026.
  • Principal Securities bought 515 SEI QiM U.S. Large Cap Value Active ETF shares in Q2 2026, an estimated $23.6K.
  • SEI QiM U.S. Large Cap Value Active ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #853 holding.
  • Principal Securities first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q1 2024 and has held it in 10 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 Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.