Lynx Investment Advisory’s SEI Select Small Cap ETF SEIS Stock Holding History

Lynx Investment Advisory’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
2026 Q2	$753K	Sell	22,461 -431	-2%	-$13.4K	0.25%	102
2026 Q1	$632K	Buy	22,892 +479	+2%	+$13.8K	0.3%	75
2025 Q4	$626K	Buy	22,413 +1,114	+5%	+$30.9K	0.34%	68
2025 Q3	$595K	Buy	21,299 +817	+4%	+$22K	0.36%	68
2025 Q2	$525K	Buy	20,482 +1,351	+7%	+$32.3K	0.34%	70
2025 Q1	$455K	Buy	19,131 +1,682	+10%	+$42.7K	0.3%	74
2024 Q4	$447K	Buy	+17,449	New	+$465K	0.3%	77

Other funds holding SEIS

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return

STB

S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CCC

Compass Capital Corp Braintree, Massachusetts $307M AUM 30.03% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

PFA

Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Lynx Investment Advisory's SEIS Position: Q2 2026 in Review

Lynx Investment Advisory reduced its SEI Select Small Cap ETF (SEIS) stake by 1.9% in Q2 2026, selling an estimated $13.4K and leaving 22,461 shares worth $753K. The position accounts for 0.25% of the portfolio, ranked #102.

Lynx Investment Advisory first reported a position in SEIS in Q4 2024 and has held it in 7 quarters since. 35 funds tracked by Wall St. Rank hold SEIS as of Q2 2026.

Lynx Investment Advisory held 22,461 shares of SEI Select Small Cap ETF worth $753K as of Q2 2026.
Lynx Investment Advisory sold 431 SEI Select Small Cap ETF shares in Q2 2026, an estimated $13.4K.
SEI Select Small Cap ETF made up 0.25% of Lynx Investment Advisory's portfolio in Q2 2026, its #102 holding.
Lynx Investment Advisory first reported a position in SEI Select Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
35 funds tracked by Wall St. Rank held SEI Select Small Cap ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.