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

Stratos Wealth Partners’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 Q3	–	Sell	-15,466	Closed	-$742K	–	1804
2026 Q2	$742K	Buy	15,466 +1,326	+9%	+$60.7K	0.01%	972
2026 Q1	$588K	Sell	14,140 -4,067	-22%	-$172K	0.01%	1002
2025 Q4	$756K	Sell	18,207 -2,003	-10%	-$80.2K	0.01%	876
2025 Q3	$786K	Buy	+20,210	New	+$752K	0.01%	845
2025 Q2	–	Sell	-32,044	Closed	-$1.04M	–	1476
2025 Q1	$1.04M	Sell	32,044 -172	-0.5%	-$5.77K	0.02%	644
2024 Q4	$1.07M	Buy	+32,216	New	+$1.09M	0.02%	675
2024 Q3	–	Sell	-30,557	Closed	-$952K	–	1508
2024 Q2	$952K	Buy	30,557 +127	+0.4%	+$3.87K	0.02%	663
2024 Q1	$942K	Buy	+30,430	New	+$884K	0.02%	671

Other funds holding SEIV

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.58B AUM 19.35% 1-Year Est. Return

S&T Bank Indiana, Pennsylvania $296M AUM 78.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

StoneCrest Wealth Management Chandler, Arizona $311M AUM 40.87% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

K2 Financial Glendora, California $144M AUM 7.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Stratos Wealth Partners's SEIV Position: Q3 2026 in Review

Stratos Wealth Partners sold out of SEI QiM U.S. Large Cap Value Active ETF (SEIV) in Q3 2026, closing a stake of 15,466 shares — an estimated $742K sold.

Stratos Wealth Partners first reported a position in SEIV in Q1 2024 and held it in 8 quarters. The position peaked at $1.07M in Q4 2024. 69 funds tracked by Wall St. Rank hold SEIV as of Q3 2026.

Stratos Wealth Partners reported no remaining SEI QiM U.S. Large Cap Value Active ETF position as of Q3 2026 after selling out during the quarter.
Stratos Wealth Partners sold 15,466 SEI QiM U.S. Large Cap Value Active ETF shares in Q3 2026, an estimated $742K.
Stratos Wealth Partners first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q1 2024 and held it in 8 quarters.
Stratos Wealth Partners's SEI QiM U.S. Large Cap Value Active ETF position peaked at $1.07M in Q4 2024.
69 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q3 2026.

Based on Stratos Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.