Corient Private Wealth
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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
Q1 		– Sell
-124,426
Closed -$4.22M – 3035
2025
Q4 		$4.22M Buy
124,426
+7,299
+6% +$243K ﹤0.01% 1138
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 $6.56B AUM 16.11% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Corient Private Wealth's USSE Position: Q1 2026 in Review

Corient Private Wealth sold out of Segall Bryant & Hamill Select Equity ETF (USSE) in Q1 2026, closing a stake of 124,426 shares — an estimated $4.22M sold.

Corient Private Wealth first reported a position in USSE in Q4 2023 and held it in 9 quarters. The position peaked at $4.22M in Q4 2025. 9 funds tracked by Wall St. Rank hold USSE as of Q1 2026.

  • Corient Private Wealth reported no remaining Segall Bryant & Hamill Select Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Corient Private Wealth sold 124,426 Segall Bryant & Hamill Select Equity ETF shares in Q1 2026, an estimated $4.22M.
  • Corient Private Wealth first reported a position in Segall Bryant & Hamill Select Equity ETF in Q4 2023 and held it in 9 quarters.
  • Corient Private Wealth's Segall Bryant & Hamill Select Equity ETF position peaked at $4.22M in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Segall Bryant & Hamill Select Equity ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.