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Chatterton & Associates’s SEI QiM U.S. Large Cap Low Volatility Active ETF SELV Stock Holding History

Chatterton & Associates’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 		$2.98M Buy
89,803
+5,388
+6% +$176K 1.75% 20
2026
Q1 		$2.75M Buy
84,415
+37,805
+81% +$1.25M 1.93% 18
2025
Q4 		$1.51M Buy
+46,610
New +$1.48M 1.29% 31

Other funds holding SELV

DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 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
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Chatterton & Associates's SELV Position: Q2 2026 in Review

Chatterton & Associates increased its SEI QiM U.S. Large Cap Low Volatility Active ETF (SELV) stake by 6.4% in Q2 2026, buying an estimated $176K and bringing the position to 89,803 shares worth $2.98M. The position accounts for 1.75% of the portfolio, ranked #20.

Chatterton & Associates first reported a position in SELV in Q4 2025 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold SELV as of Q2 2026.

  • Chatterton & Associates held 89,803 shares of SEI QiM U.S. Large Cap Low Volatility Active ETF worth $2.98M as of Q2 2026.
  • Chatterton & Associates bought 5,388 SEI QiM U.S. Large Cap Low Volatility Active ETF shares in Q2 2026, an estimated $176K.
  • SEI QiM U.S. Large Cap Low Volatility Active ETF made up 1.75% of Chatterton & Associates's portfolio in Q2 2026, its #20 holding.
  • Chatterton & Associates first reported a position in SEI QiM U.S. Large Cap Low Volatility Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 22 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Low Volatility Active ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.