Csenge Advisory Group SEIV — SEI EXCHANGE TRADED FUNDS

Ownership history in Csenge Advisory Group  ·  9 quarters on record

AI Ownership Summary

Csenge Advisory Group reported SEI EXCHANGE TRADED FUNDS (SEIV) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.13% in 2025 Q4. The latest visible filing shows SEIV at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SEIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Csenge Advisory Group's position in SEI EXCHANGE TRADED FUNDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SEIV was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SEIV stock page Csenge Advisory Group fund profile Csenge Advisory Group full holdings
How Csenge Advisory Group held SEIV — position size vs. price
% of Fund (quarterly)    SEIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 66,302 -4,435 -6.3% 0.13% $2.8M 2026-04-30 $44.22
2025 Q4 ADDED — — — 70,737 +3,223 +4.8% 0.13% $2.9M 2026-02-06 $43.16
2025 Q3 ADDED — — — 67,514 +16,257 +31.7% 0.13% $2.6M 2025-10-28 $39.26
2025 Q2 ADDED — — — 51,257 +2,605 +5.4% 0.09% $1.7M 2025-08-06 $35.43
2025 Q1 ADDED — — — 48,652 +5,238 +12.1% 0.08% $1.5M 2025-05-05 $31.97
2024 Q4 REDUCED — — — 43,414 -1,655 -3.7% 0.08% $1.4M 2025-01-30 $33.80
2024 Q3 ADDED — — — 45,069 +2,936 +7.0% 0.08% $1.5M 2024-11-13 $33.74
2024 Q2 ADDED — — — 42,133 +4,026 +10.6% 0.07% $1.3M 2024-07-10 $30.58
2024 Q1 INITIATED — — — 38,107 — — 0.07% $1.2M 2024-05-03 $28.81

🏢 Other funds also holding SEIV

As of 2026 Q1 — sorted by position size

SUMMIT WEALTH GROUP LLC / CO 11.98% K2 Financial Inc. 3.73% Cassady Wealth & Retirement Planning, LLC 0.57% Lynx Investment Advisory 0.44% TBH Global Asset Management, LLC 3Y 0.28% Accelerate Investment Advisors LLC 0.24% Stewardship Advisors, LLC 3Y 0.24% United Advisor Group, LLC 0.22% Meriwether Wealth & Planning, LLC 0.19% WPG Advisers, LLC 0.13%

FAQ About Csenge Advisory Group and SEIV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Csenge Advisory Group reported owning SEIV?

Csenge Advisory Group reported SEIV across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported SEIV position in Csenge Advisory Group's portfolio?

The largest reported portfolio weight for SEIV was 0.13% in 2025 Q4.

What is the latest reported SEIV position on this page?

The most recent filing on this page is 2026 Q1, when Csenge Advisory Group reported 66,302 shares, equal to 0.13% of portfolio, with an estimated market value of $2.8M.

What does the chart on this SEIV ownership page compare?

The chart compares Csenge Advisory Group's quarterly SEIV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Csenge Advisory Group time their SEIV position?

Based on 13F filing dates vs. subsequent SEIV price moves, Csenge Advisory Group correctly timed 8 out of 8 reported position changes (100%). The annualised alpha on SEIV relative to SPY over the holding period was +3.8%.

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