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United Advisor Group’s SEI QiM U.S. Large Cap Quality Active ETF SEIQ Stock Holding History

United Advisor Group’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 		$851K Buy
23,382
+2,094
+10% +$80.1K 0.1% 213
2025
Q4 		$829K Buy
21,288
+2,193
+11% +$84.4K 0.1% 207
2025
Q3 		$739K Buy
19,095
+3,241
+20% +$122K 0.1% 212
2025
Q2 		$589K Buy
+15,854
New +$560K 0.1% 196
2024
Q3 		– Sell
-10,576
Closed -$350K – 352
2024
Q2 		$350K Sell
10,576
-3,744
-26% -$119K 0.11% 178
2024
Q1 		$461K Buy
+14,320
New +$449K 0.17% 124

Other funds holding SEIQ

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
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

United Advisor Group's SEIQ Position: Q1 2026 in Review

United Advisor Group increased its SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) stake by 9.8% in Q1 2026, buying an estimated $80.1K and bringing the position to 23,382 shares worth $851K. The position accounts for 0.1% of the portfolio, ranked #213.

United Advisor Group first reported a position in SEIQ in Q1 2024 and has held it in 6 quarters since. 47 funds tracked by Wall St. Rank hold SEIQ as of Q1 2026.

  • United Advisor Group held 23,382 shares of SEI QiM U.S. Large Cap Quality Active ETF worth $851K as of Q1 2026.
  • United Advisor Group bought 2,094 SEI QiM U.S. Large Cap Quality Active ETF shares in Q1 2026, an estimated $80.1K.
  • SEI QiM U.S. Large Cap Quality Active ETF made up 0.1% of United Advisor Group's portfolio in Q1 2026, its #213 holding.
  • United Advisor Group first reported a position in SEI QiM U.S. Large Cap Quality Active ETF in Q1 2024 and has held it in 6 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 United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.