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Lynx Investment Advisory’s SEI QiM U.S. Large Cap Low Volatility Active ETF SELV Stock Holding History

Lynx Investment Advisory’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
Q3 		– Sell
-1,890
Closed -$52.4K – 654
2024
Q2 		$52.4K Buy
+1,890
New +$51.3K 0.04% 244

Other funds holding SELV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
HPFG
Hart & Patterson Financial Group Amherst, Massachusetts $206M AUM 7.82% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lynx Investment Advisory's SELV Position: Q3 2024 in Review

Lynx Investment Advisory sold out of SEI QiM U.S. Large Cap Low Volatility Active ETF (SELV) in Q3 2024, closing a stake of 1,890 shares — an estimated $52.4K sold.

Lynx Investment Advisory first reported a position in SELV in Q2 2024 and held it in 1 quarter. The position peaked at $52.4K in Q2 2024. 21 funds tracked by Wall St. Rank hold SELV as of Q3 2024.

  • Lynx Investment Advisory reported no remaining SEI QiM U.S. Large Cap Low Volatility Active ETF position as of Q3 2024 after selling out during the quarter.
  • Lynx Investment Advisory sold 1,890 SEI QiM U.S. Large Cap Low Volatility Active ETF shares in Q3 2024, an estimated $52.4K.
  • Lynx Investment Advisory first reported a position in SEI QiM U.S. Large Cap Low Volatility Active ETF in Q2 2024 and held it in 1 quarter.
  • Lynx Investment Advisory's SEI QiM U.S. Large Cap Low Volatility Active ETF position peaked at $52.4K in Q2 2024.
  • 21 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Low Volatility Active ETF as of Q3 2024.

Based on Lynx Investment Advisory's 13F filing for Q3 2024, filed 4 Nov 2024.