AssetMark Inc’s SEI QiM U.S. Large Cap Low Volatility Active ETF SELV Stock Holding History

AssetMark Inc’s Portfolio SELV Stock Details SELV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.73K	Hold	170	–	–	﹤0.01%	2719
2026 Q2	$5.56K	Sell	170 -54	-24%	-$1.76K	﹤0.01%	2647
2026 Q1	$7.24K	Buy	224 +18	+9%	+$594	﹤0.01%	2427
2025 Q4	$6.66K	Hold	206	–	–	﹤0.01%	2373
2025 Q3	$6.58K	Sell	206 -18	-8%	-$563	﹤0.01%	2252
2025 Q2	$7.02K	Buy	224 +93	+71%	+$2.82K	﹤0.01%	2043
2025 Q1	$4.01K	Buy	131 +30	+30%	+$898	﹤0.01%	2042
2024 Q4	$2.94K	Hold	101	–	–	﹤0.01%	2034
2024 Q3	$2.99K	Buy	+101	New	+$2.88K	﹤0.01%	1807

Other funds holding SELV

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

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

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

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Sunrise Financial Services Burien, Washington $180M AUM 18.87% 1-Year Est. Return

AssetMark Inc's SELV Position: Q3 2026 in Review

AssetMark Inc held its SEI QiM U.S. Large Cap Low Volatility Active ETF (SELV) position steady in Q3 2026 at 170 shares worth $5.73K. The position accounts for ﹤0.01% of the portfolio, ranked #2719.

AssetMark Inc first reported a position in SELV in Q3 2024 and has held it in 9 quarters since. The position peaked at $7.24K in Q1 2026. 7 funds tracked by Wall St. Rank hold SELV as of Q3 2026.

AssetMark Inc held 170 shares of SEI QiM U.S. Large Cap Low Volatility Active ETF worth $5.73K as of Q3 2026.
AssetMark Inc left its SEI QiM U.S. Large Cap Low Volatility Active ETF share count unchanged in Q3 2026.
SEI QiM U.S. Large Cap Low Volatility Active ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2719 holding.
AssetMark Inc first reported a position in SEI QiM U.S. Large Cap Low Volatility Active ETF in Q3 2024 and has held it in 9 quarters since.
AssetMark Inc's SEI QiM U.S. Large Cap Low Volatility Active ETF position peaked at $7.24K in Q1 2026.
7 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Low Volatility Active ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.