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Steward Partners Investment Advisory’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History

Steward Partners Investment Advisory’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
2024
Q4 		– Sell
-479
Closed -$15.8K – 4084
2024
Q3 		$15.8K Sell
479
-21
-4% -$664 ﹤0.01% 2757
2024
Q2 		$15.6K Buy
+500
New +$15.2K ﹤0.01% 2620

Other funds holding SEIV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
HPFG
Hart & Patterson Financial Group Amherst, Massachusetts $206M AUM 7.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Steward Partners Investment Advisory's SEIV Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of SEI QiM U.S. Large Cap Value Active ETF (SEIV) in Q4 2024, closing a stake of 479 shares — an estimated $15.8K sold.

Steward Partners Investment Advisory first reported a position in SEIV in Q2 2024 and held it in 2 quarters. The position peaked at $15.8K in Q3 2024. 45 funds tracked by Wall St. Rank hold SEIV as of Q4 2024.

  • Steward Partners Investment Advisory reported no remaining SEI QiM U.S. Large Cap Value Active ETF position as of Q4 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 479 SEI QiM U.S. Large Cap Value Active ETF shares in Q4 2024, an estimated $15.8K.
  • Steward Partners Investment Advisory first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q2 2024 and held it in 2 quarters.
  • Steward Partners Investment Advisory's SEI QiM U.S. Large Cap Value Active ETF position peaked at $15.8K in Q3 2024.
  • 45 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.