HIS
SEIS

Harvest Investment Services’s SEI Select Small Cap ETF SEIS Stock Holding History

Harvest Investment Services’s Portfolio SEIS Stock Details SEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,667
Closed -$222K – 392
2025
Q2 		$222K Buy
+8,667
New +$207K 0.05% 291

Other funds holding SEIS

STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
CCC
Compass Capital Corp Braintree, Massachusetts $279M AUM 28.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BWA
BlueChip Wealth Advisors Milton, Georgia $264M AUM 19.8% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
SWM
Stark Wealth Management Bethlehem, Pennsylvania $26.6M AUM 23.19% 1-Year Est. Return
LIA
Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return

Harvest Investment Services's SEIS Position: Q3 2025 in Review

Harvest Investment Services sold out of SEI Select Small Cap ETF (SEIS) in Q3 2025, closing a stake of 8,667 shares — an estimated $222K sold.

Harvest Investment Services first reported a position in SEIS in Q2 2025 and held it in 1 quarter. The position peaked at $222K in Q2 2025. 29 funds tracked by Wall St. Rank hold SEIS as of Q3 2025.

  • Harvest Investment Services reported no remaining SEI Select Small Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Harvest Investment Services sold 8,667 SEI Select Small Cap ETF shares in Q3 2025, an estimated $222K.
  • Harvest Investment Services first reported a position in SEI Select Small Cap ETF in Q2 2025 and held it in 1 quarter.
  • Harvest Investment Services's SEI Select Small Cap ETF position peaked at $222K in Q2 2025.
  • 29 funds tracked by Wall St. Rank held SEI Select Small Cap ETF as of Q3 2025.

Based on Harvest Investment Services's 13F filing for Q3 2025, filed 17 Nov 2025.