BlueChip Wealth Advisors’s SEI Select Small Cap ETF SEIS Stock Holding History

BlueChip Wealth Advisors’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 Q1	–	Sell	-58,416	Closed	-$1.63M	–	171
2025 Q4	$1.63M	Buy	58,416 +322	+0.6%	+$8.94K	0.69%	33
2025 Q3	$1.62M	Buy	+58,094	New	+$1.56M	0.69%	32

Other funds holding SEIS

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

S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Compass Capital Corp Braintree, Massachusetts $307M AUM 30.03% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

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

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

BlueChip Wealth Advisors's SEIS Position: Q1 2026 in Review

BlueChip Wealth Advisors sold out of SEI Select Small Cap ETF (SEIS) in Q1 2026, closing a stake of 58,416 shares — an estimated $1.63M sold.

BlueChip Wealth Advisors first reported a position in SEIS in Q3 2025 and held it in 2 quarters. The position peaked at $1.63M in Q4 2025. 30 funds tracked by Wall St. Rank hold SEIS as of Q1 2026.

BlueChip Wealth Advisors reported no remaining SEI Select Small Cap ETF position as of Q1 2026 after selling out during the quarter.
BlueChip Wealth Advisors sold 58,416 SEI Select Small Cap ETF shares in Q1 2026, an estimated $1.63M.
BlueChip Wealth Advisors first reported a position in SEI Select Small Cap ETF in Q3 2025 and held it in 2 quarters.
BlueChip Wealth Advisors's SEI Select Small Cap ETF position peaked at $1.63M in Q4 2025.
30 funds tracked by Wall St. Rank held SEI Select Small Cap ETF as of Q1 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.