UAG
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United Advisor Group’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History

United Advisor 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 		$1.78M Buy
42,899
+1,739
+4% +$73.4K 0.22% 118
2025
Q4 		$1.71M Buy
41,160
+2,359
+6% +$94.4K 0.21% 114
2025
Q3 		$1.51M Buy
38,801
+5,475
+16% +$204K 0.2% 115
2025
Q2 		$1.19M Buy
33,326
+21,432
+180% +$707K 0.21% 119
2025
Q1 		$386K Buy
11,894
+463
+4% +$15.5K 0.08% 230
2024
Q4 		$379K Sell
11,431
-314
-3% -$10.6K 0.07% 247
2024
Q3 		$387K Sell
11,745
-11,106
-49% -$351K 0.09% 230
2024
Q2 		$712K Sell
22,851
-8,463
-27% -$258K 0.22% 101
2024
Q1 		$970K Buy
+31,314
New +$910K 0.36% 77

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

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

United Advisor Group increased its SEI QiM U.S. Large Cap Value Active ETF (SEIV) stake by 4.2% in Q1 2026, buying an estimated $73.4K and bringing the position to 42,899 shares worth $1.78M. The position accounts for 0.22% of the portfolio, ranked #118.

United Advisor Group first reported a position in SEIV in Q1 2024 and has held it in 9 quarters since. 57 funds tracked by Wall St. Rank hold SEIV as of Q1 2026.

  • United Advisor Group held 42,899 shares of SEI QiM U.S. Large Cap Value Active ETF worth $1.78M as of Q1 2026.
  • United Advisor Group bought 1,739 SEI QiM U.S. Large Cap Value Active ETF shares in Q1 2026, an estimated $73.4K.
  • SEI QiM U.S. Large Cap Value Active ETF made up 0.22% of United Advisor Group's portfolio in Q1 2026, its #118 holding.
  • United Advisor Group first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q1 2024 and has held it in 9 quarters since.
  • 57 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.