United Advisor Group’s SEI Select Small Cap ETF SEIS Stock Holding History

United Advisor 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 Q3	$296K	Sell	9,487 -650	-6%	-$21.1K	0.03%	455
2026 Q2	$340K	Buy	10,137 +674	+7%	+$21K	0.04%	396
2026 Q1	$261K	Buy	9,463 +912	+11%	+$26.3K	0.03%	423
2025 Q4	$239K	Buy	+8,551	New	+$237K	0.03%	433

Other funds holding SEIS

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.58B AUM 19.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Lynx Investment Advisory Washington, Dc, District of Columbia $303M AUM 14.53% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Cora Capital Advisors Marlton, New Jersey $379M AUM 21.59% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

United Advisor Group's SEIS Position: Q3 2026 in Review

United Advisor Group reduced its SEI Select Small Cap ETF (SEIS) stake by 6.4% in Q3 2026, selling an estimated $21.1K and leaving 9,487 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #455.

United Advisor Group first reported a position in SEIS in Q4 2025 and has held it in 4 quarters since. The position peaked at $340K in Q2 2026. 16 funds tracked by Wall St. Rank hold SEIS as of Q3 2026.

United Advisor Group held 9,487 shares of SEI Select Small Cap ETF worth $296K as of Q3 2026.
United Advisor Group sold 650 SEI Select Small Cap ETF shares in Q3 2026, an estimated $21.1K.
SEI Select Small Cap ETF made up 0.03% of United Advisor Group's portfolio in Q3 2026, its #455 holding.
United Advisor Group first reported a position in SEI Select Small Cap ETF in Q4 2025 and has held it in 4 quarters since.
United Advisor Group's SEI Select Small Cap ETF position peaked at $340K in Q2 2026.
16 funds tracked by Wall St. Rank held SEI Select Small Cap ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.