Corient Private Wealth’s Segall Bryant & Hamill Select Equity ETF USSE Stock Holding History

Corient Private Wealth’s Portfolio USSE Stock Details USSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$581K	Buy	+14,389	New	+$547K	﹤0.01%	2120
2026 Q1	–	Sell	-62,213	Closed	-$2.11M	–	2994
2025 Q4	$2.11M	Sell	62,213 -54,914	-47%	-$1.83M	﹤0.01%	1125
2025 Q3	$3.89M	Sell	117,127 -4,705	-4%	-$153K	0.01%	800
2025 Q2	$3.92M	Sell	121,832 -1,410	-1%	-$42.8K	0.01%	784
2025 Q1	$3.66M	Buy	123,242 +2,655	+2%	+$85.1K	0.01%	779
2024 Q4	$3.95M	Buy	120,587 +5,288	+5%	+$171K	0.01%	766
2024 Q3	$3.55M	Buy	115,299 +9,145	+9%	+$275K	0.01%	861
2024 Q2	$3.16M	Buy	106,154 +30,250	+40%	+$870K	0.01%	850
2024 Q1	$2.17M	Buy	75,904 +50,182	+195%	+$1.37M	﹤0.01%	983
2023 Q4	$678K	Buy	+25,722	New	+$643K	﹤0.01%	1454

Other funds holding USSE

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Corient Private Wealth's USSE Position: Q2 2026 in Review

Corient Private Wealth opened a new position in Segall Bryant & Hamill Select Equity ETF (USSE) in Q2 2026: 14,389 shares worth $581K. The stake represents ﹤0.01% of the portfolio and ranks #2120 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in USSE as recently as Q4 2025.

Corient Private Wealth first reported a position in USSE in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.95M in Q4 2024. 10 funds tracked by Wall St. Rank hold USSE as of Q2 2026.

Corient Private Wealth held 14,389 shares of Segall Bryant & Hamill Select Equity ETF worth $581K as of Q2 2026.
Segall Bryant & Hamill Select Equity ETF was a new Corient Private Wealth position in Q2 2026.
Segall Bryant & Hamill Select Equity ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2120 holding.
Corient Private Wealth first reported a position in Segall Bryant & Hamill Select Equity ETF in Q4 2023 and has held it in 10 quarters since.
Corient Private Wealth's Segall Bryant & Hamill Select Equity ETF position peaked at $3.95M in Q4 2024.
10 funds tracked by Wall St. Rank held Segall Bryant & Hamill Select Equity ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.