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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

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Beacon Pointe Advisors
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 $67.3B AUM 21.9% 1-Year Est. Return

StoneCrest Wealth Management's SEIV Position: Q2 2026 in Review

StoneCrest Wealth Management opened a new position in SEI QiM U.S. Large Cap Value Active ETF (SEIV) in Q2 2026: 200,953 shares worth $9.65M. The stake represents 3.08% of the portfolio and ranks #10 among its holdings.

76 funds tracked by Wall St. Rank hold SEIV as of Q2 2026.

  • StoneCrest Wealth Management held 200,953 shares of SEI QiM U.S. Large Cap Value Active ETF worth $9.65M as of Q2 2026.
  • SEI QiM U.S. Large Cap Value Active ETF was a new StoneCrest Wealth Management position in Q2 2026.
  • SEI QiM U.S. Large Cap Value Active ETF made up 3.08% of StoneCrest Wealth Management's portfolio in Q2 2026, its #10 holding.
  • 76 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.