Wealth Enhancement Advisory Services
SEIV icon

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
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

SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return