TPBG
SEIS

Turning Point Benefit Group’s SEI Select Small Cap ETF SEIS Stock Holding History

Turning Point Benefit Group’s Portfolio SEIS Stock Details SEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-133
Closed -$3.72K – 835
2025
Q4 		$3.72K Sell
133
-1,450
-92% -$40.2K ﹤0.01% 342
2025
Q3 		$44.2K Buy
+1,583
New +$42.5K 0.03% 149

Other funds holding SEIS

SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCC
Compass Capital Corp Braintree, Massachusetts $279M AUM 28.36% 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 $5.51B AUM 24.51% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LIA
Lynx Investment Advisory Washington, Dc, District of Columbia $209M AUM 20.41% 1-Year Est. Return

Turning Point Benefit Group's SEIS Position: Q1 2026 in Review

Turning Point Benefit Group sold out of SEI Select Small Cap ETF (SEIS) in Q1 2026, closing a stake of 133 shares — an estimated $3.72K sold.

Turning Point Benefit Group first reported a position in SEIS in Q3 2025 and held it in 2 quarters. The position peaked at $44.2K in Q3 2025. 30 funds tracked by Wall St. Rank hold SEIS as of Q1 2026.

  • Turning Point Benefit Group reported no remaining SEI Select Small Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 133 SEI Select Small Cap ETF shares in Q1 2026, an estimated $3.72K.
  • Turning Point Benefit Group first reported a position in SEI Select Small Cap ETF in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's SEI Select Small Cap ETF position peaked at $44.2K in Q3 2025.
  • 30 funds tracked by Wall St. Rank held SEI Select Small Cap ETF as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.