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Ross\Johnson & Associates’s SEI QiM U.S. Large Cap Quality Active ETF SEIQ Stock Holding History

Ross\Johnson & Associates’s Portfolio SEIQ Stock Details SEIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-262
Closed -$9.15K – 327
2025
Q1 		$9.15K Buy
+262
New +$9.26K 0.16% 55

Other funds holding SEIQ

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 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 $83.7B AUM 27.22% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 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 $59.8B AUM 29.42% 1-Year Est. Return

Ross\Johnson & Associates's SEIQ Position: Q2 2025 in Review

Ross\Johnson & Associates sold out of SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) in Q2 2025, closing a stake of 262 shares — an estimated $9.15K sold.

Ross\Johnson & Associates first reported a position in SEIQ in Q1 2025 and held it in 1 quarter. The position peaked at $9.15K in Q1 2025. 45 funds tracked by Wall St. Rank hold SEIQ as of Q2 2025.

  • Ross\Johnson & Associates reported no remaining SEI QiM U.S. Large Cap Quality Active ETF position as of Q2 2025 after selling out during the quarter.
  • Ross\Johnson & Associates sold 262 SEI QiM U.S. Large Cap Quality Active ETF shares in Q2 2025, an estimated $9.15K.
  • Ross\Johnson & Associates first reported a position in SEI QiM U.S. Large Cap Quality Active ETF in Q1 2025 and held it in 1 quarter.
  • Ross\Johnson & Associates's SEI QiM U.S. Large Cap Quality Active ETF position peaked at $9.15K in Q1 2025.
  • 45 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Quality Active ETF as of Q2 2025.

Based on Ross\Johnson & Associates's 13F filing for Q2 2025, filed 15 Aug 2025.