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Atria Wealth Solutions’s SEI QiM U.S. Large Cap Low Volatility Active ETF SELV Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-16,900
Closed -$492K – 2057
2024
Q4 		$492K Buy
+16,900
New +$505K 0.01% 1288

Other funds holding SELV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
PIA
Pollock Investment Advisors Ann Arbor, Michigan $136M AUM 11.36% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Atria Wealth Solutions's SELV Position: Q1 2025 in Review

Atria Wealth Solutions sold out of SEI QiM U.S. Large Cap Low Volatility Active ETF (SELV) in Q1 2025, closing a stake of 16,900 shares — an estimated $492K sold.

Atria Wealth Solutions first reported a position in SELV in Q4 2024 and held it in 1 quarter. The position peaked at $492K in Q4 2024. 27 funds tracked by Wall St. Rank hold SELV as of Q1 2025.

  • Atria Wealth Solutions reported no remaining SEI QiM U.S. Large Cap Low Volatility Active ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 16,900 SEI QiM U.S. Large Cap Low Volatility Active ETF shares in Q1 2025, an estimated $492K.
  • Atria Wealth Solutions first reported a position in SEI QiM U.S. Large Cap Low Volatility Active ETF in Q4 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's SEI QiM U.S. Large Cap Low Volatility Active ETF position peaked at $492K in Q4 2024.
  • 27 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Low Volatility Active ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.