Wealth Enhancement Advisory Services’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$4.47M	Sell	89,170 -9,773	-10%	-$487K	0.01%	1165
2026 Q2	$4.79M	Buy	98,943 +4,121	+4%	+$189K	0.01%	1037
2026 Q1	$3.98M	Sell	94,822 -15,256	-14%	-$644K	0.01%	1016
2025 Q4	$4.67M	Buy	110,078 +4,763	+5%	+$191K	0.01%	1054
2025 Q3	$4.09M	Buy	105,315 +22,011	+26%	+$819K	0.01%	1045
2025 Q2	$3.03M	Buy	83,304 +3,961	+5%	+$131K	0.01%	1138
2025 Q1	$2.58M	Buy	79,343 +5,974	+8%	+$201K	﹤0.01%	1120
2024 Q4	$2.43M	Buy	73,369 +5,386	+8%	+$182K	﹤0.01%	1075
2024 Q3	$2.24M	Buy	67,983 +8,518	+14%	+$269K	﹤0.01%	1000
2024 Q2	$1.85M	Buy	59,465 +1,994	+3%	+$60.7K	﹤0.01%	1013
2024 Q1	$1.78M	Buy	+57,471	New	+$1.67M	﹤0.01%	992

Other funds holding SEIV

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's SEIV Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its SEI QiM U.S. Large Cap Value Active ETF (SEIV) stake by 9.9% in Q3 2026, selling an estimated $487K and leaving 89,170 shares worth $4.47M. The position accounts for 0.01% of the portfolio, ranked #1165.

Wealth Enhancement Advisory Services first reported a position in SEIV in Q1 2024 and has held it in 11 quarters since. The position peaked at $4.79M in Q2 2026. 8 funds tracked by Wall St. Rank hold SEIV as of Q3 2026.

Wealth Enhancement Advisory Services held 89,170 shares of SEI QiM U.S. Large Cap Value Active ETF worth $4.47M as of Q3 2026.
Wealth Enhancement Advisory Services sold 9,773 SEI QiM U.S. Large Cap Value Active ETF shares in Q3 2026, an estimated $487K.
SEI QiM U.S. Large Cap Value Active ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1165 holding.
Wealth Enhancement Advisory Services first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q1 2024 and has held it in 11 quarters since.
Wealth Enhancement Advisory Services's SEI QiM U.S. Large Cap Value Active ETF position peaked at $4.79M in Q2 2026.
8 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.