SC
LEND

Stephenson & Company’s SEI High Yield Bond & Alternative Credit ETF LEND Stock Holding History

Stephenson & Company’s Portfolio LEND Stock Details LEND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.07M Buy
+42,600
New +$1.07M 0.5% 20

Other funds holding LEND

SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TPBG
Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PFA
Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return
CCA
Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

Stephenson & Company's LEND Position: Q2 2026 in Review

Stephenson & Company opened a new position in SEI High Yield Bond & Alternative Credit ETF (LEND) in Q2 2026: 42,600 shares worth $1.07M. The stake represents 0.5% of the portfolio and ranks #20 among its holdings.

32 funds tracked by Wall St. Rank hold LEND as of Q2 2026.

  • Stephenson & Company held 42,600 shares of SEI High Yield Bond & Alternative Credit ETF worth $1.07M as of Q2 2026.
  • SEI High Yield Bond & Alternative Credit ETF was a new Stephenson & Company position in Q2 2026.
  • SEI High Yield Bond & Alternative Credit ETF made up 0.5% of Stephenson & Company's portfolio in Q2 2026, its #20 holding.
  • 32 funds tracked by Wall St. Rank held SEI High Yield Bond & Alternative Credit ETF as of Q2 2026.

Based on Stephenson & Company's 13F filing for Q2 2026, filed 28 Jul 2026.