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 Q3	$11.4M	Buy	470,701 +58,783	+14%	+$1.46M	0.72%	22
2026 Q2	$10.4M	Buy	+411,918	New	+$10.4M	0.86%	17

Other funds holding LEND

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

Turning Point Benefit Group Frederick, Maryland $245M AUM 13.29% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Stephenson & Company San Clemente, California $220M AUM 8.29% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

Summit Wealth Group (Colorado)'s LEND Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its SEI High Yield Bond & Alternative Credit ETF (LEND) stake by 14% in Q3 2026, buying an estimated $1.46M and bringing the position to 470,701 shares worth $11.4M. The position accounts for 0.72% of the portfolio, ranked #22.

Summit Wealth Group (Colorado) first reported a position in LEND in Q2 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold LEND as of Q3 2026.

Summit Wealth Group (Colorado) held 470,701 shares of SEI High Yield Bond & Alternative Credit ETF worth $11.4M as of Q3 2026.
Summit Wealth Group (Colorado) bought 58,783 SEI High Yield Bond & Alternative Credit ETF shares in Q3 2026, an estimated $1.46M.
SEI High Yield Bond & Alternative Credit ETF made up 0.72% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #22 holding.
Summit Wealth Group (Colorado) first reported a position in SEI High Yield Bond & Alternative Credit ETF in Q2 2026 and has held it in 2 quarters since.
33 funds tracked by Wall St. Rank held SEI High Yield Bond & Alternative Credit ETF as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.