Summit Financial’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History

Summit Financial’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	$210K	Buy	+4,380	New	+$200K	﹤0.01%	1515

Other funds holding SEIV

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SWM

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return

Summit Financial's SEIV Position: Q2 2026 in Review

Summit Financial opened a new position in SEI QiM U.S. Large Cap Value Active ETF (SEIV) in Q2 2026: 4,380 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #1515 among its holdings.

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

Summit Financial held 4,380 shares of SEI QiM U.S. Large Cap Value Active ETF worth $210K as of Q2 2026.
SEI QiM U.S. Large Cap Value Active ETF was a new Summit Financial position in Q2 2026.
SEI QiM U.S. Large Cap Value Active ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1515 holding.
76 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.