Cape Investment Advisory’s SEI QiM U.S. Large Cap Low Volatility Active ETF SELV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-1,362
Closed -$44K 1017
2025
Q4
$44K Hold
1,362
0.01% 446
2025
Q3
$43.5K Buy
1,362
+312
+30% +$9.75K 0.04% 238
2025
Q2
$32.9K Sell
1,050
-48
-4% -$1.46K 0.01% 427
2025
Q1
$33.6K Hold
1,098
0.01% 399
2024
Q4
$32K Hold
1,098
0.01% 409
2024
Q3
$32.5K Buy
1,098
+121
+12% +$3.45K 0.01% 379
2024
Q2
$27.1K Hold
977
0.01% 388
2024
Q1
$27.1K Buy
+977
New +$26.2K 0.01% 397

Other funds holding SELV

Cape Investment Advisory's SELV Position: Q1 2026 in Review

Cape Investment Advisory sold out of SEI QiM U.S. Large Cap Low Volatility Active ETF (SELV) in Q1 2026, closing a stake of 1,362 shares — an estimated $44K sold.

Cape Investment Advisory first reported a position in SELV in Q1 2024 and held it in 8 quarters. The position peaked at $44K in Q4 2025. 33 funds tracked by Wall St. Rank hold SELV as of Q1 2026.

  • Cape Investment Advisory reported no remaining SEI QiM U.S. Large Cap Low Volatility Active ETF position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 1,362 SEI QiM U.S. Large Cap Low Volatility Active ETF shares in Q1 2026, an estimated $44K.
  • Cape Investment Advisory first reported a position in SEI QiM U.S. Large Cap Low Volatility Active ETF in Q1 2024 and held it in 8 quarters.
  • Cape Investment Advisory's SEI QiM U.S. Large Cap Low Volatility Active ETF position peaked at $44K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Low Volatility Active ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.