EverSource Wealth Advisors’s SEI QiM U.S. Large Cap Low Volatility Active ETF SELV Stock Holding History

EverSource Wealth Advisors’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
2024 Q1	–	Sell	-337	Closed	-$8.72K	–	2981
2023 Q4	$8.72K	Hold	337	–	–	﹤0.01%	1622
2023 Q3	$8.24K	Hold	337	–	–	﹤0.01%	1497
2023 Q2	$8.71K	Buy	+337	New	+$8.5K	﹤0.01%	1495

Other funds holding SELV

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

HPFG

Hart & Patterson Financial Group Amherst, Massachusetts $206M AUM 7.82% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

EverSource Wealth Advisors's SELV Position: Q1 2024 in Review

EverSource Wealth Advisors sold out of SEI QiM U.S. Large Cap Low Volatility Active ETF (SELV) in Q1 2024, closing a stake of 337 shares — an estimated $8.72K sold.

EverSource Wealth Advisors first reported a position in SELV in Q2 2023 and held it in 3 quarters. The position peaked at $8.72K in Q4 2023. 16 funds tracked by Wall St. Rank hold SELV as of Q1 2024.

EverSource Wealth Advisors reported no remaining SEI QiM U.S. Large Cap Low Volatility Active ETF position as of Q1 2024 after selling out during the quarter.
EverSource Wealth Advisors sold 337 SEI QiM U.S. Large Cap Low Volatility Active ETF shares in Q1 2024, an estimated $8.72K.
EverSource Wealth Advisors first reported a position in SEI QiM U.S. Large Cap Low Volatility Active ETF in Q2 2023 and held it in 3 quarters.
EverSource Wealth Advisors's SEI QiM U.S. Large Cap Low Volatility Active ETF position peaked at $8.72K in Q4 2023.
16 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Low Volatility Active ETF as of Q1 2024.

Based on EverSource Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.