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Synergy Investment Management’s SEI QiM U.S. Large Cap Low Volatility Active ETF SELV Stock Holding History

Synergy Investment Management’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 		$6K Buy
+174
New +$5.67K ﹤0.01% 714

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

Synergy Investment Management's SELV Position: Q2 2026 in Review

Synergy Investment Management opened a new position in SEI QiM U.S. Large Cap Low Volatility Active ETF (SELV) in Q2 2026: 174 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #714 among its holdings.

39 funds tracked by Wall St. Rank hold SELV as of Q2 2026.

  • Synergy Investment Management held 174 shares of SEI QiM U.S. Large Cap Low Volatility Active ETF worth $6K as of Q2 2026.
  • SEI QiM U.S. Large Cap Low Volatility Active ETF was a new Synergy Investment Management position in Q2 2026.
  • SEI QiM U.S. Large Cap Low Volatility Active ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #714 holding.
  • 39 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Low Volatility Active ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.