TPBG
LEND

Turning Point Benefit Group’s SEI High Yield Bond & Alternative Credit ETF LEND Stock Holding History

Turning Point Benefit Group’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 		$4.24M Buy
+168,572
New +$4.24M 1.83% 16

Other funds holding LEND

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MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 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
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
BWM
BCO Wealth Management Carlsbad, New Mexico $183M AUM 15.82% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Turning Point Benefit Group's LEND Position: Q2 2026 in Review

Turning Point Benefit Group opened a new position in SEI High Yield Bond & Alternative Credit ETF (LEND) in Q2 2026: 168,572 shares worth $4.24M. The stake represents 1.83% of the portfolio and ranks #16 among its holdings.

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

  • Turning Point Benefit Group held 168,572 shares of SEI High Yield Bond & Alternative Credit ETF worth $4.24M as of Q2 2026.
  • SEI High Yield Bond & Alternative Credit ETF was a new Turning Point Benefit Group position in Q2 2026.
  • SEI High Yield Bond & Alternative Credit ETF made up 1.83% of Turning Point Benefit Group's portfolio in Q2 2026, its #16 holding.
  • 23 funds tracked by Wall St. Rank held SEI High Yield Bond & Alternative Credit ETF as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.