SFS
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Sunrise Financial Services’s SEI QiM U.S. Large Cap Low Volatility Active ETF SELV Stock Holding History

Sunrise Financial Services’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 		$9.8K Hold
300
– – 0.01% 236
2026
Q1 		$9.7K Buy
+300
New +$9.89K 0.01% 237

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
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return

Sunrise Financial Services's SELV Position: Q2 2026 in Review

Sunrise Financial Services held its SEI QiM U.S. Large Cap Low Volatility Active ETF (SELV) position steady in Q2 2026 at 300 shares worth $9.8K. The position accounts for 0.01% of the portfolio, ranked #236.

Sunrise Financial Services first reported a position in SELV in Q1 2026 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold SELV as of Q2 2026.

  • Sunrise Financial Services held 300 shares of SEI QiM U.S. Large Cap Low Volatility Active ETF worth $9.8K as of Q2 2026.
  • Sunrise Financial Services left its SEI QiM U.S. Large Cap Low Volatility Active ETF share count unchanged in Q2 2026.
  • SEI QiM U.S. Large Cap Low Volatility Active ETF made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #236 holding.
  • Sunrise Financial Services first reported a position in SEI QiM U.S. Large Cap Low Volatility Active ETF in Q1 2026 and has held it in 2 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 Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.