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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
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 $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
KF
K2 Financial Glendora, California $138M AUM 11.8% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SELV Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its SEI QiM U.S. Large Cap Low Volatility Active ETF (SELV) stake by 7.9% in Q1 2026, buying an estimated $65K and bringing the position to 26,875 shares worth $869K. The position accounts for 0.09% of the portfolio, ranked #119.

Summit Wealth Group (Colorado) first reported a position in SELV in Q4 2025 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold SELV as of Q1 2026.

  • Summit Wealth Group (Colorado) held 26,875 shares of SEI QiM U.S. Large Cap Low Volatility Active ETF worth $869K as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 1,972 SEI QiM U.S. Large Cap Low Volatility Active ETF shares in Q1 2026, an estimated $65K.
  • SEI QiM U.S. Large Cap Low Volatility Active ETF made up 0.09% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #119 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 2 quarters since.
  • 33 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Low Volatility Active ETF as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.