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Beacon Pointe Advisors’s SEI QiM U.S. Large Cap Low Volatility Active ETF SELV Stock Holding History

Beacon Pointe Advisors’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
Q1 		$1.04M Buy
32,249
+952
+3% +$31.4K 0.01% 979
2025
Q4 		$1.01M Sell
31,297
-503
-2% -$16K 0.01% 829
2025
Q3 		$1.02M Buy
+31,800
New +$994K 0.01% 755

Other funds holding SELV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
CA
Chatterton & Associates Anaheim, California $170M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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 $4.31B AUM 18.36% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Beacon Pointe Advisors's SELV Position: Q1 2026 in Review

Beacon Pointe Advisors increased its SEI QiM U.S. Large Cap Low Volatility Active ETF (SELV) stake by 3% in Q1 2026, buying an estimated $31.4K and bringing the position to 32,249 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #979.

Beacon Pointe Advisors first reported a position in SELV in Q3 2025 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold SELV as of Q1 2026.

  • Beacon Pointe Advisors held 32,249 shares of SEI QiM U.S. Large Cap Low Volatility Active ETF worth $1.04M as of Q1 2026.
  • Beacon Pointe Advisors bought 952 SEI QiM U.S. Large Cap Low Volatility Active ETF shares in Q1 2026, an estimated $31.4K.
  • SEI QiM U.S. Large Cap Low Volatility Active ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #979 holding.
  • Beacon Pointe Advisors first reported a position in SEI QiM U.S. Large Cap Low Volatility Active ETF in Q3 2025 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Low Volatility Active ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.