Envestnet Asset Management’s SEI QiM U.S. Large Cap Low Volatility Active ETF SELV Stock Holding History

Envestnet Asset Management’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	$2.5M	Sell	76,622 -1,930	-2%	-$62.9K	﹤0.01%	2995
2026 Q1	$2.54M	Sell	78,552 -810	-1%	-$26.7K	﹤0.01%	2831
2025 Q4	$2.56M	Buy	79,362 +228	+0.3%	+$7.26K	﹤0.01%	2648
2025 Q3	$2.53M	Sell	79,134 -2,263	-3%	-$70.7K	﹤0.01%	2729
2025 Q2	$2.55M	Sell	81,397 -3,966	-5%	-$120K	﹤0.01%	2658
2025 Q1	$2.61M	Sell	85,363 -14,068	-14%	-$421K	﹤0.01%	2546
2024 Q4	$2.9M	Sell	99,431 -5,206	-5%	-$155K	﹤0.01%	2463
2024 Q3	$3.1M	Sell	104,637 -13,199	-11%	-$376K	﹤0.01%	2394
2024 Q2	$3.26M	Sell	117,836 -2,985	-2%	-$81K	﹤0.01%	2308
2024 Q1	$3.36M	Buy	+120,821	New	+$3.24M	﹤0.01%	2250

Other funds holding SELV

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Chatterton & Associates Anaheim, California $170M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 1-Year Est. Return

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

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

Envestnet Asset Management's SELV Position: Q2 2026 in Review

Envestnet Asset Management reduced its SEI QiM U.S. Large Cap Low Volatility Active ETF (SELV) stake by 2.5% in Q2 2026, selling an estimated $62.9K and leaving 76,622 shares worth $2.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2995.

Envestnet Asset Management first reported a position in SELV in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.36M in Q1 2024. 19 funds tracked by Wall St. Rank hold SELV as of Q2 2026.

Envestnet Asset Management held 76,622 shares of SEI QiM U.S. Large Cap Low Volatility Active ETF worth $2.5M as of Q2 2026.
Envestnet Asset Management sold 1,930 SEI QiM U.S. Large Cap Low Volatility Active ETF shares in Q2 2026, an estimated $62.9K.
SEI QiM U.S. Large Cap Low Volatility Active ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2995 holding.
Envestnet Asset Management first reported a position in SEI QiM U.S. Large Cap Low Volatility Active ETF in Q1 2024 and has held it in 10 quarters since.
Envestnet Asset Management's SEI QiM U.S. Large Cap Low Volatility Active ETF position peaked at $3.36M in Q1 2024.
19 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Low Volatility Active ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.