AssetMark Inc
SELV icon

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
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

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
CA
Chatterton & Associates Anaheim, California $170M AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return

AssetMark Inc's SELV Position: Q2 2026 in Review

AssetMark Inc reduced its SEI QiM U.S. Large Cap Low Volatility Active ETF (SELV) stake by 24% in Q2 2026, selling an estimated $1.76K and leaving 170 shares worth $5.56K. The position accounts for ﹤0.01% of the portfolio, ranked #2647.

AssetMark Inc first reported a position in SELV in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.24K in Q1 2026. 39 funds tracked by Wall St. Rank hold SELV as of Q2 2026.

  • AssetMark Inc held 170 shares of SEI QiM U.S. Large Cap Low Volatility Active ETF worth $5.56K as of Q2 2026.
  • AssetMark Inc sold 54 SEI QiM U.S. Large Cap Low Volatility Active ETF shares in Q2 2026, an estimated $1.76K.
  • SEI QiM U.S. Large Cap Low Volatility Active ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2647 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 8 quarters since.
  • AssetMark Inc's SEI QiM U.S. Large Cap Low Volatility Active ETF position peaked at $7.24K in Q1 2026.
  • 39 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Low Volatility Active ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.