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

Wealth 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
2025
Q2 		– Sell
-9,818
Closed -$319K – 142
2025
Q1 		$319K Buy
9,818
+534
+6% +$17.9K 0.21% 104
2024
Q4 		$307K Sell
9,284
-326
-3% -$11K 0.2% 114
2024
Q3 		$317K Buy
9,610
+739
+8% +$23.4K 0.21% 108
2024
Q2 		$276K Buy
8,871
+2,100
+31% +$64K 0.2% 120
2024
Q1 		$210K Buy
+6,771
New +$197K 0.16% 141

Other funds holding SEIV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $1.04B AUM 21.69% 1-Year Est. Return

Wealth Group's SEIV Position: Q2 2025 in Review

Wealth Group sold out of SEI QiM U.S. Large Cap Value Active ETF (SEIV) in Q2 2025, closing a stake of 9,818 shares — an estimated $319K sold.

Wealth Group first reported a position in SEIV in Q1 2024 and held it in 5 quarters. The position peaked at $319K in Q1 2025. 48 funds tracked by Wall St. Rank hold SEIV as of Q2 2025.

  • Wealth Group reported no remaining SEI QiM U.S. Large Cap Value Active ETF position as of Q2 2025 after selling out during the quarter.
  • Wealth Group sold 9,818 SEI QiM U.S. Large Cap Value Active ETF shares in Q2 2025, an estimated $319K.
  • Wealth Group first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q1 2024 and held it in 5 quarters.
  • Wealth Group's SEI QiM U.S. Large Cap Value Active ETF position peaked at $319K in Q1 2025.
  • 48 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q2 2025.

Based on Wealth Group's 13F filing for Q2 2025, filed 19 Aug 2025.