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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return

STB

S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SWM

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return

Wealth Enhancement Advisory Services's SEIV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its SEI QiM U.S. Large Cap Value Active ETF (SEIV) stake by 4.3% in Q2 2026, buying an estimated $189K and bringing the position to 98,943 shares worth $4.79M. The position accounts for 0.01% of the portfolio, ranked #1037.

Wealth Enhancement Advisory Services first reported a position in SEIV in Q1 2024 and has held it in 10 quarters since. 76 funds tracked by Wall St. Rank hold SEIV as of Q2 2026.

Wealth Enhancement Advisory Services held 98,943 shares of SEI QiM U.S. Large Cap Value Active ETF worth $4.79M as of Q2 2026.
Wealth Enhancement Advisory Services bought 4,121 SEI QiM U.S. Large Cap Value Active ETF shares in Q2 2026, an estimated $189K.
SEI QiM U.S. Large Cap Value Active ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1037 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 10 quarters since.
76 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.