UAG
SEIS

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
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

SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CCC
Compass Capital Corp Braintree, Massachusetts $307M AUM 30.03% 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 $6.36B AUM 28.76% 1-Year Est. Return
PFA
Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

United Advisor Group's SEIS Position: Q2 2026 in Review

United Advisor Group increased its SEI Select Small Cap ETF (SEIS) stake by 7.1% in Q2 2026, buying an estimated $21K and bringing the position to 10,137 shares worth $340K. The position accounts for 0.04% of the portfolio, ranked #396.

United Advisor Group first reported a position in SEIS in Q4 2025 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold SEIS as of Q2 2026.

  • United Advisor Group held 10,137 shares of SEI Select Small Cap ETF worth $340K as of Q2 2026.
  • United Advisor Group bought 674 SEI Select Small Cap ETF shares in Q2 2026, an estimated $21K.
  • SEI Select Small Cap ETF made up 0.04% of United Advisor Group's portfolio in Q2 2026, its #396 holding.
  • United Advisor Group first reported a position in SEI Select Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 35 funds tracked by Wall St. Rank held SEI Select Small Cap ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.