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Turning Point Benefit Group’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History

Turning Point Benefit Group’s Portfolio SEIV Stock Details SEIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-119
Closed -$4.94K – 666
2025
Q4 		$4.94K Sell
119
-2,036
-94% -$81.5K ﹤0.01% 303
2025
Q3 		$84.1K Buy
+2,155
New +$80.2K 0.05% 122

Other funds holding SEIV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

Turning Point Benefit Group's SEIV Position: Q1 2026 in Review

Turning Point Benefit Group sold out of SEI QiM U.S. Large Cap Value Active ETF (SEIV) in Q1 2026, closing a stake of 119 shares — an estimated $4.94K sold.

Turning Point Benefit Group first reported a position in SEIV in Q3 2025 and held it in 2 quarters. The position peaked at $84.1K in Q3 2025. 57 funds tracked by Wall St. Rank hold SEIV as of Q1 2026.

  • Turning Point Benefit Group reported no remaining SEI QiM U.S. Large Cap Value Active ETF position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 119 SEI QiM U.S. Large Cap Value Active ETF shares in Q1 2026, an estimated $4.94K.
  • Turning Point Benefit Group first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's SEI QiM U.S. Large Cap Value Active ETF position peaked at $84.1K in Q3 2025.
  • 57 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.