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Summit Wealth Group (Colorado)’s SEI QiM U.S. Large Cap Quality Active ETF SEIQ Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio SEIQ Stock Details SEIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$52.8M Buy
1,450,990
+317,745
+28% +$12.2M 5.56% 4
2025
Q4 		$44.1M Buy
+1,133,245
New +$43.6M 5.85% 4
2025
Q3 		– Sell
-87,246
Closed -$3.24M – 419
2025
Q2 		$3.24M Buy
+87,246
New +$3.08M 0.81% 33

Other funds holding SEIQ

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return
KF
K2 Financial Glendora, California $138M AUM 11.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SEIQ Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) stake by 28% in Q1 2026, buying an estimated $12.2M and bringing the position to 1,450,990 shares worth $52.8M. The position accounts for 5.56% of the portfolio, ranked #4.

Summit Wealth Group (Colorado) first reported a position in SEIQ in Q2 2025 and has held it in 3 quarters since. 47 funds tracked by Wall St. Rank hold SEIQ as of Q1 2026.

  • Summit Wealth Group (Colorado) held 1,450,990 shares of SEI QiM U.S. Large Cap Quality Active ETF worth $52.8M as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 317,745 SEI QiM U.S. Large Cap Quality Active ETF shares in Q1 2026, an estimated $12.2M.
  • SEI QiM U.S. Large Cap Quality Active ETF made up 5.56% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #4 holding.
  • Summit Wealth Group (Colorado) first reported a position in SEI QiM U.S. Large Cap Quality Active ETF in Q2 2025 and has held it in 3 quarters since.
  • 47 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Quality Active ETF as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.