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Summit Wealth Group (Colorado)’s SEI QiM U.S. Large Cap Low Volatility Active ETF SELV Stock Holding History

Summit Wealth Group (Colorado)’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 		$1.02M Buy
31,242
+4,367
+16% +$142K 0.08% 129
2026
Q1 		$869K Buy
26,875
+1,972
+8% +$65K 0.09% 119
2025
Q4 		$805K Buy
+24,903
New +$793K 0.11% 115

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
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SELV Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its SEI QiM U.S. Large Cap Low Volatility Active ETF (SELV) stake by 16% in Q2 2026, buying an estimated $142K and bringing the position to 31,242 shares worth $1.02M. The position accounts for 0.08% of the portfolio, ranked #129.

Summit Wealth Group (Colorado) first reported a position in SELV in Q4 2025 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold SELV as of Q2 2026.

  • Summit Wealth Group (Colorado) held 31,242 shares of SEI QiM U.S. Large Cap Low Volatility Active ETF worth $1.02M as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 4,367 SEI QiM U.S. Large Cap Low Volatility Active ETF shares in Q2 2026, an estimated $142K.
  • SEI QiM U.S. Large Cap Low Volatility Active ETF made up 0.08% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #129 holding.
  • Summit Wealth Group (Colorado) first reported a position in SEI QiM U.S. Large Cap Low Volatility Active ETF in Q4 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 Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.