HPFG
SELV icon

Hart & Patterson Financial Group’s SEI QiM U.S. Large Cap Low Volatility Active ETF SELV Stock Holding History

Hart & Patterson Financial Group’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
Q4 		$962K Sell
33,027
-1,540
-4% -$46K 0.47% 42
2024
Q3 		$1.02M Sell
34,567
-537
-2% -$15.3K 0.49% 42
2024
Q2 		$972K Sell
35,104
-293
-0.8% -$7.96K 0.48% 39
2024
Q1 		$984K Buy
+35,397
New +$949K 0.49% 39

Other funds holding SELV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
PIA
Pollock Investment Advisors Ann Arbor, Michigan $136M AUM 11.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Hart & Patterson Financial Group's SELV Position: Q4 2024 in Review

Hart & Patterson Financial Group reduced its SEI QiM U.S. Large Cap Low Volatility Active ETF (SELV) stake by 4.5% in Q4 2024, selling an estimated $46K and leaving 33,027 shares worth $962K. The position accounts for 0.47% of the portfolio, ranked #42.

Hart & Patterson Financial Group first reported a position in SELV in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.02M in Q3 2024. 26 funds tracked by Wall St. Rank hold SELV as of Q4 2024.

  • Hart & Patterson Financial Group held 33,027 shares of SEI QiM U.S. Large Cap Low Volatility Active ETF worth $962K as of Q4 2024.
  • Hart & Patterson Financial Group sold 1,540 SEI QiM U.S. Large Cap Low Volatility Active ETF shares in Q4 2024, an estimated $46K.
  • SEI QiM U.S. Large Cap Low Volatility Active ETF made up 0.47% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #42 holding.
  • Hart & Patterson Financial Group first reported a position in SEI QiM U.S. Large Cap Low Volatility Active ETF in Q1 2024 and has held it in 4 quarters since.
  • Hart & Patterson Financial Group's SEI QiM U.S. Large Cap Low Volatility Active ETF position peaked at $1.02M in Q3 2024.
  • 26 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Low Volatility Active ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.