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

Ross\Johnson & Associates’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
Q2 		– Sell
-557
Closed -$18.1K – 328
2025
Q1 		$18.1K Buy
+557
New +$18.7K 0.31% 38

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 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return
GWM
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 $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $1.04B AUM 21.69% 1-Year Est. Return

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

Ross\Johnson & Associates sold out of SEI QiM U.S. Large Cap Value Active ETF (SEIV) in Q2 2025, closing a stake of 557 shares — an estimated $18.1K sold.

Ross\Johnson & Associates first reported a position in SEIV in Q1 2025 and held it in 1 quarter. The position peaked at $18.1K in Q1 2025. 48 funds tracked by Wall St. Rank hold SEIV as of Q2 2025.

  • Ross\Johnson & Associates reported no remaining SEI QiM U.S. Large Cap Value Active ETF position as of Q2 2025 after selling out during the quarter.
  • Ross\Johnson & Associates sold 557 SEI QiM U.S. Large Cap Value Active ETF shares in Q2 2025, an estimated $18.1K.
  • Ross\Johnson & Associates first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q1 2025 and held it in 1 quarter.
  • Ross\Johnson & Associates's SEI QiM U.S. Large Cap Value Active ETF position peaked at $18.1K in Q1 2025.
  • 48 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q2 2025.

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