Apella Capital’s SEI Select Small Cap ETF SEIS Stock Holding History

Apella Capital’s Portfolio SEIS Stock Details SEIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.16M	Sell	37,129 -13,348	-26%	-$433K	0.01%	374
2026 Q2	$1.64M	Sell	50,477 -10,770	-18%	-$336K	0.02%	294
2026 Q1	$1.88M	Sell	61,247 -1,774	-3%	-$51.2K	0.03%	265
2025 Q4	$1.76M	Buy	63,021 +2,063	+3%	+$57.3K	0.03%	213
2025 Q3	$1.67M	Buy	+60,958	New	+$1.64M	0.04%	195

Other funds holding SEIS

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.58B AUM 19.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Lynx Investment Advisory Washington, Dc, District of Columbia $303M AUM 14.53% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Cora Capital Advisors Marlton, New Jersey $379M AUM 21.59% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

Apella Capital's SEIS Position: Q3 2026 in Review

Apella Capital reduced its SEI Select Small Cap ETF (SEIS) stake by 26% in Q3 2026, selling an estimated $433K and leaving 37,129 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #374.

Apella Capital first reported a position in SEIS in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.88M in Q1 2026. 16 funds tracked by Wall St. Rank hold SEIS as of Q3 2026.

Apella Capital held 37,129 shares of SEI Select Small Cap ETF worth $1.16M as of Q3 2026.
Apella Capital sold 13,348 SEI Select Small Cap ETF shares in Q3 2026, an estimated $433K.
SEI Select Small Cap ETF made up 0.01% of Apella Capital's portfolio in Q3 2026, its #374 holding.
Apella Capital first reported a position in SEI Select Small Cap ETF in Q3 2025 and has held it in 5 quarters since.
Apella Capital's SEI Select Small Cap ETF position peaked at $1.88M in Q1 2026.
16 funds tracked by Wall St. Rank held SEI Select Small Cap ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.