Meriwether Wealth & Planning’s SEI QiM U.S. Large Cap Low Volatility Active ETF SELV Stock Holding History

Meriwether Wealth & Planning’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 Q3	$273K	Hold	8,100	–	–	0.12%	95
2026 Q2	$265K	Hold	8,100	–	–	0.13%	98
2026 Q1	$262K	Hold	8,100	–	–	0.14%	97
2025 Q4	$262K	Hold	8,100	–	–	0.15%	94
2025 Q3	$259K	Hold	8,100	–	–	0.15%	98
2025 Q2	$254K	Hold	8,100	–	–	0.16%	99
2025 Q1	$248K	Hold	8,100	–	–	0.16%	99
2024 Q4	$236K	Buy	+8,100	New	+$242K	0.17%	102

Other funds holding SELV

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Meriwether Wealth & Planning's SELV Position: Q3 2026 in Review

Meriwether Wealth & Planning held its SEI QiM U.S. Large Cap Low Volatility Active ETF (SELV) position steady in Q3 2026 at 8,100 shares worth $273K. The position accounts for 0.12% of the portfolio, ranked #95.

Meriwether Wealth & Planning first reported a position in SELV in Q4 2024 and has held it in 8 quarters since. 5 funds tracked by Wall St. Rank hold SELV as of Q3 2026.

Meriwether Wealth & Planning held 8,100 shares of SEI QiM U.S. Large Cap Low Volatility Active ETF worth $273K as of Q3 2026.
Meriwether Wealth & Planning left its SEI QiM U.S. Large Cap Low Volatility Active ETF share count unchanged in Q3 2026.
SEI QiM U.S. Large Cap Low Volatility Active ETF made up 0.12% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #95 holding.
Meriwether Wealth & Planning first reported a position in SEI QiM U.S. Large Cap Low Volatility Active ETF in Q4 2024 and has held it in 8 quarters since.
5 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Low Volatility Active ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.