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

StoneCrest 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
2026 Q2	$9.65M	Buy	+200,953	New	+$9.2M	3.08%	10

Other funds holding SEIV

Wealth Enhancement Advisory Services

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Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return