Petra Financial Advisors’s SEI Select Small Cap ETF SEIS Stock Holding History

Petra Financial Advisors’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 Q1	–	Sell	-14,755	Closed	-$412K	–	160
2025 Q4	$412K	Buy	14,755 +279	+2%	+$7.74K	0.24%	103
2025 Q3	$405K	Buy	14,476 +297	+2%	+$7.98K	0.24%	105
2025 Q2	$363K	Buy	14,179 +573	+4%	+$13.7K	0.23%	105
2025 Q1	$324K	Buy	13,606 +2,662	+24%	+$67.6K	0.27%	85
2024 Q4	$280K	Buy	+10,944	New	+$291K	0.19%	112

Other funds holding SEIS

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return

STB

S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CCC

Compass Capital Corp Braintree, Massachusetts $279M AUM 28.36% 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 $5.51B AUM 24.51% 1-Year Est. Return

MFG

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LIA

Lynx Investment Advisory Washington, Dc, District of Columbia $209M AUM 20.41% 1-Year Est. Return

Petra Financial Advisors's SEIS Position: Q1 2026 in Review

Petra Financial Advisors sold out of SEI Select Small Cap ETF (SEIS) in Q1 2026, closing a stake of 14,755 shares — an estimated $412K sold.

Petra Financial Advisors first reported a position in SEIS in Q4 2024 and held it in 5 quarters. The position peaked at $412K in Q4 2025. 30 funds tracked by Wall St. Rank hold SEIS as of Q1 2026.

Petra Financial Advisors reported no remaining SEI Select Small Cap ETF position as of Q1 2026 after selling out during the quarter.
Petra Financial Advisors sold 14,755 SEI Select Small Cap ETF shares in Q1 2026, an estimated $412K.
Petra Financial Advisors first reported a position in SEI Select Small Cap ETF in Q4 2024 and held it in 5 quarters.
Petra Financial Advisors's SEI Select Small Cap ETF position peaked at $412K in Q4 2025.
30 funds tracked by Wall St. Rank held SEI Select Small Cap ETF as of Q1 2026.

Based on Petra Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.