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

Yeomans Consulting 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 Q4	$3.54M	Buy	+85,421	New	+$3.42M	1.04%	25

Other funds holding SEIV

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

STB

S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

K2 Financial Glendora, California $138M AUM 11.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Yeomans Consulting Group's SEIV Position: Q4 2025 in Review

Yeomans Consulting Group opened a new position in SEI QiM U.S. Large Cap Value Active ETF (SEIV) in Q4 2025: 85,421 shares worth $3.54M. The stake represents 1.04% of the portfolio and ranks #25 among its holdings.

63 funds tracked by Wall St. Rank hold SEIV as of Q4 2025.

Yeomans Consulting Group held 85,421 shares of SEI QiM U.S. Large Cap Value Active ETF worth $3.54M as of Q4 2025.
SEI QiM U.S. Large Cap Value Active ETF was a new Yeomans Consulting Group position in Q4 2025.
SEI QiM U.S. Large Cap Value Active ETF made up 1.04% of Yeomans Consulting Group's portfolio in Q4 2025, its #25 holding.
63 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.