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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
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 $108B AUM 26.14% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
CA
Chatterton & Associates Anaheim, California $170M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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 $4.31B AUM 18.36% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return

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

Petra Financial Advisors sold out of SEI QiM U.S. Large Cap Low Volatility Active ETF (SELV) in Q1 2026, closing a stake of 6,799 shares — an estimated $220K sold.

Petra Financial Advisors first reported a position in SELV in Q3 2025 and held it in 2 quarters. The position peaked at $220K in Q4 2025. 33 funds tracked by Wall St. Rank hold SELV as of Q1 2026.

  • Petra Financial Advisors reported no remaining SEI QiM U.S. Large Cap Low Volatility Active ETF position as of Q1 2026 after selling out during the quarter.
  • Petra Financial Advisors sold 6,799 SEI QiM U.S. Large Cap Low Volatility Active ETF shares in Q1 2026, an estimated $220K.
  • Petra Financial Advisors first reported a position in SEI QiM U.S. Large Cap Low Volatility Active ETF in Q3 2025 and held it in 2 quarters.
  • Petra Financial Advisors's SEI QiM U.S. Large Cap Low Volatility Active ETF position peaked at $220K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Low Volatility Active ETF as of Q1 2026.

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