Private Advisor Group
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Private Advisor Group’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History

Private Advisor Group’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
2025
Q1 		– Sell
-21,168
Closed -$701K – 2403
2024
Q4 		$701K Buy
21,168
+10,156
+92% +$343K ﹤0.01% 1409
2024
Q3 		$360K Sell
11,012
-459
-4% -$14.5K ﹤0.01% 1813
2024
Q2 		$357K Buy
11,471
+2,313
+25% +$70.4K ﹤0.01% 1762
2024
Q1 		$284K Buy
+9,158
New +$266K ﹤0.01% 1883

Other funds holding SEIV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $1.04B AUM 21.69% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Private Advisor Group's SEIV Position: Q1 2025 in Review

Private Advisor Group sold out of SEI QiM U.S. Large Cap Value Active ETF (SEIV) in Q1 2025, closing a stake of 21,168 shares — an estimated $701K sold.

Private Advisor Group first reported a position in SEIV in Q1 2024 and held it in 4 quarters. The position peaked at $701K in Q4 2024. 46 funds tracked by Wall St. Rank hold SEIV as of Q1 2025.

  • Private Advisor Group reported no remaining SEI QiM U.S. Large Cap Value Active ETF position as of Q1 2025 after selling out during the quarter.
  • Private Advisor Group sold 21,168 SEI QiM U.S. Large Cap Value Active ETF shares in Q1 2025, an estimated $701K.
  • Private Advisor Group first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q1 2024 and held it in 4 quarters.
  • Private Advisor Group's SEI QiM U.S. Large Cap Value Active ETF position peaked at $701K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q1 2025.

Based on Private Advisor Group's 13F filing for Q1 2025, filed 5 May 2025.