PFA
SELV icon

Petra Financial Advisors’s SEI QiM U.S. Large Cap Low Volatility Active ETF SELV Stock Holding History

Petra Financial Advisors’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 		$228K Buy
+6,978
New +$228K 0.11% 158
2026
Q1 		– Sell
-6,799
Closed -$220K – 145
2025
Q4 		$220K Buy
6,799
+260
+4% +$8.28K 0.13% 131
2025
Q3 		$209K Buy
+6,539
New +$204K 0.12% 131

Other funds holding SELV

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
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 22.96% 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
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return

Petra Financial Advisors's SELV Position: Q2 2026 in Review

Petra Financial Advisors opened a new position in SEI QiM U.S. Large Cap Low Volatility Active ETF (SELV) in Q2 2026: 6,978 shares worth $228K. The stake represents 0.11% of the portfolio and ranks #158 among its holdings. This is a return to the name: Petra Financial Advisors previously reported a position in SELV as recently as Q4 2025.

Petra Financial Advisors first reported a position in SELV in Q3 2025 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold SELV as of Q2 2026.

  • Petra Financial Advisors held 6,978 shares of SEI QiM U.S. Large Cap Low Volatility Active ETF worth $228K as of Q2 2026.
  • SEI QiM U.S. Large Cap Low Volatility Active ETF was a new Petra Financial Advisors position in Q2 2026.
  • SEI QiM U.S. Large Cap Low Volatility Active ETF made up 0.11% of Petra Financial Advisors's portfolio in Q2 2026, its #158 holding.
  • Petra Financial Advisors first reported a position in SEI QiM U.S. Large Cap Low Volatility Active ETF in Q3 2025 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Low Volatility Active ETF as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.