PWPS
SEEM

Pinnacle Wealth Planning Services’s SEI Select Emerging Markets Equity ETF SEEM Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SEEM Stock Details SEEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$88.9K Sell
2,714
-464
-15% -$15.7K 0.01% 863
2025
Q4 		$98.9K Buy
+3,178
New +$97.8K 0.01% 796

Other funds holding SEEM

DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Pinnacle Wealth Planning Services's SEEM Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its SEI Select Emerging Markets Equity ETF (SEEM) stake by 15% in Q1 2026, selling an estimated $15.7K and leaving 2,714 shares worth $88.9K. The position accounts for 0.01% of the portfolio, ranked #863.

Pinnacle Wealth Planning Services first reported a position in SEEM in Q4 2025 and has held it in 2 quarters since. The position peaked at $98.9K in Q4 2025. 33 funds tracked by Wall St. Rank hold SEEM as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,714 shares of SEI Select Emerging Markets Equity ETF worth $88.9K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 464 SEI Select Emerging Markets Equity ETF shares in Q1 2026, an estimated $15.7K.
  • SEI Select Emerging Markets Equity ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #863 holding.
  • Pinnacle Wealth Planning Services first reported a position in SEI Select Emerging Markets Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's SEI Select Emerging Markets Equity ETF position peaked at $98.9K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held SEI Select Emerging Markets Equity ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.