MFG
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Merit Financial Group’s SEI QiM U.S. Large Cap Low Volatility Active ETF SELV Stock Holding History

Merit 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
2026
Q2 		$578K Buy
17,695
+58
+0.3% +$1.89K ﹤0.01% 1421
2026
Q1 		$570K Sell
17,637
-115
-0.6% -$3.79K ﹤0.01% 1303
2025
Q4 		$574K Buy
17,752
+1,295
+8% +$41.3K ﹤0.01% 1227
2025
Q3 		$526K Buy
16,457
+240
+1% +$7.5K ﹤0.01% 1163
2025
Q2 		$508K Buy
16,217
+2,841
+21% +$86.2K 0.01% 1097
2025
Q1 		$409K Buy
+13,376
New +$400K 0.01% 1019

Other funds holding SELV

DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
CA
Chatterton & Associates Anaheim, California $170M AUM
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
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

Merit Financial Group's SELV Position: Q2 2026 in Review

Merit Financial Group increased its SEI QiM U.S. Large Cap Low Volatility Active ETF (SELV) stake by 0.33% in Q2 2026, buying an estimated $1.89K and bringing the position to 17,695 shares worth $578K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

Merit Financial Group first reported a position in SELV in Q1 2025 and has held it in 6 quarters since. 19 funds tracked by Wall St. Rank hold SELV as of Q2 2026.

  • Merit Financial Group held 17,695 shares of SEI QiM U.S. Large Cap Low Volatility Active ETF worth $578K as of Q2 2026.
  • Merit Financial Group bought 58 SEI QiM U.S. Large Cap Low Volatility Active ETF shares in Q2 2026, an estimated $1.89K.
  • SEI QiM U.S. Large Cap Low Volatility Active ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1421 holding.
  • Merit Financial Group first reported a position in SEI QiM U.S. Large Cap Low Volatility Active ETF in Q1 2025 and has held it in 6 quarters since.
  • 19 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Low Volatility Active ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.