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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
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 $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

Principal Securities's SEIV Position: Q1 2026 in Review

Principal Securities reduced its SEI QiM U.S. Large Cap Value Active ETF (SEIV) stake by 1% in Q1 2026, selling an estimated $7.34K and leaving 16,707 shares worth $694K. The position accounts for 0.01% of the portfolio, ranked #859.

Principal Securities first reported a position in SEIV in Q1 2024 and has held it in 9 quarters since. The position peaked at $701K in Q4 2025. 57 funds tracked by Wall St. Rank hold SEIV as of Q1 2026.

  • Principal Securities held 16,707 shares of SEI QiM U.S. Large Cap Value Active ETF worth $694K as of Q1 2026.
  • Principal Securities sold 174 SEI QiM U.S. Large Cap Value Active ETF shares in Q1 2026, an estimated $7.34K.
  • SEI QiM U.S. Large Cap Value Active ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #859 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 9 quarters since.
  • Principal Securities's SEI QiM U.S. Large Cap Value Active ETF position peaked at $701K 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 Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.