Summit Wealth Group (Colorado)’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIV
STB
BPA
MFG
SWM
KF
Summit Wealth Group (Colorado)'s SEIV Position: Q2 2026 in Review
Summit Wealth Group (Colorado) increased its SEI QiM U.S. Large Cap Value Active ETF (SEIV) stake by 11% in Q2 2026, buying an estimated $13.4M and bringing the position to 3,033,153 shares worth $146M. The position accounts for 12.05% of the portfolio, ranked #2.
Summit Wealth Group (Colorado) first reported a position in SEIV in Q2 2025 and has held it in 4 quarters since. 76 funds tracked by Wall St. Rank hold SEIV as of Q2 2026.
- Summit Wealth Group (Colorado) held 3,033,153 shares of SEI QiM U.S. Large Cap Value Active ETF worth $146M as of Q2 2026.
- Summit Wealth Group (Colorado) bought 293,496 SEI QiM U.S. Large Cap Value Active ETF shares in Q2 2026, an estimated $13.4M.
- SEI QiM U.S. Large Cap Value Active ETF made up 12.05% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #2 holding.
- Summit Wealth Group (Colorado) first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q2 2025 and has held it in 4 quarters since.
- 76 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q2 2026.
Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.