CAS
SEIS

Coppell Advisory Solutions’s SEI Select Small Cap ETF SEIS Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-153
Closed -$3.91K – 1966
2024
Q4 		$3.91K Buy
+153
New +$4.07K ﹤0.01% 1387

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AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
CCC
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GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
LIA
Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return
BI
Binnacle Investments Urbandale, Iowa $170M AUM

Coppell Advisory Solutions's SEIS Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of SEI Select Small Cap ETF (SEIS) in Q1 2025, closing a stake of 153 shares — an estimated $3.91K sold.

Coppell Advisory Solutions first reported a position in SEIS in Q4 2024 and held it in 1 quarter. The position peaked at $3.91K in Q4 2024. 24 funds tracked by Wall St. Rank hold SEIS as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining SEI Select Small Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 153 SEI Select Small Cap ETF shares in Q1 2025, an estimated $3.91K.
  • Coppell Advisory Solutions first reported a position in SEI Select Small Cap ETF in Q4 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's SEI Select Small Cap ETF position peaked at $3.91K in Q4 2024.
  • 24 funds tracked by Wall St. Rank held SEI Select Small Cap ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.