SWGC
LEND

Summit Wealth Group (Colorado)’s SEI High Yield Bond & Alternative Credit ETF LEND Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio LEND Stock Details LEND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.4M Buy
+411,918
New +$10.4M 0.86% 17

Other funds holding LEND

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TPBG
Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PFA
Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return
CCA
Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
SC
Stephenson & Company San Clemente, California $213M AUM 15.03% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

Summit Wealth Group (Colorado)'s LEND Position: Q2 2026 in Review

Summit Wealth Group (Colorado) opened a new position in SEI High Yield Bond & Alternative Credit ETF (LEND) in Q2 2026: 411,918 shares worth $10.4M. The stake represents 0.86% of the portfolio and ranks #17 among its holdings.

32 funds tracked by Wall St. Rank hold LEND as of Q2 2026.

  • Summit Wealth Group (Colorado) held 411,918 shares of SEI High Yield Bond & Alternative Credit ETF worth $10.4M as of Q2 2026.
  • SEI High Yield Bond & Alternative Credit ETF was a new Summit Wealth Group (Colorado) position in Q2 2026.
  • SEI High Yield Bond & Alternative Credit ETF made up 0.86% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #17 holding.
  • 32 funds tracked by Wall St. Rank held SEI High Yield Bond & Alternative Credit ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.