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
Q2 		$108K Sell
2,682
-32
-1% -$1.21K 0.01% 830
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 $2.07B AUM 22.34% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CCC
Compass Capital Corp Braintree, Massachusetts $307M AUM 30.03% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Pinnacle Wealth Planning Services's SEEM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its SEI Select Emerging Markets Equity ETF (SEEM) stake by 1.2% in Q2 2026, selling an estimated $1.21K and leaving 2,682 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #830.

Pinnacle Wealth Planning Services first reported a position in SEEM in Q4 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold SEEM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,682 shares of SEI Select Emerging Markets Equity ETF worth $108K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 32 SEI Select Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.21K.
  • SEI Select Emerging Markets Equity ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #830 holding.
  • Pinnacle Wealth Planning Services first reported a position in SEI Select Emerging Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held SEI Select Emerging Markets Equity ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.