Stark Wealth Management’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History

Stark Wealth Management’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 Q4	$2.48M	Buy	59,765 +12,012	+25%	+$481K	9.31%	2
2025 Q3	$1.86M	Buy	47,753 +24,808	+108%	+$923K	8.5%	2
2025 Q2	$819K	Buy	+22,945	New	+$757K	1.17%	21
2025 Q1	–	Sell	-35,276	Closed	-$1.17M	–	68
2024 Q4	$1.17M	Buy	+35,276	New	+$1.19M	0.86%	27

Other funds holding SEIV

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

STB

S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stark Wealth Management's SEIV Position: Q4 2025 in Review

Stark Wealth Management increased its SEI QiM U.S. Large Cap Value Active ETF (SEIV) stake by 25% in Q4 2025, buying an estimated $481K and bringing the position to 59,765 shares worth $2.48M. The position accounts for 9.31% of the portfolio, ranked #2.

Stark Wealth Management first reported a position in SEIV in Q4 2024 and has held it in 4 quarters since. 63 funds tracked by Wall St. Rank hold SEIV as of Q4 2025.

Stark Wealth Management held 59,765 shares of SEI QiM U.S. Large Cap Value Active ETF worth $2.48M as of Q4 2025.
Stark Wealth Management bought 12,012 SEI QiM U.S. Large Cap Value Active ETF shares in Q4 2025, an estimated $481K.
SEI QiM U.S. Large Cap Value Active ETF made up 9.31% of Stark Wealth Management's portfolio in Q4 2025, its #2 holding.
Stark Wealth Management first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q4 2024 and has held it in 4 quarters since.
63 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q4 2025.

Based on Stark Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.