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Whipplewood Advisors’s SEI QiM U.S. Large Cap Low Volatility Active ETF SELV Stock Holding History

Whipplewood Advisors’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
2025
Q3 		– Sell
-90
Closed -$2.82K – 1007
2025
Q2 		$2.82K Sell
90
-47
-34% -$1.43K ﹤0.01% 813
2025
Q1 		$3.03K Buy
137
+34
+33% +$1.02K ﹤0.01% 803
2024
Q4 		$3K Buy
+103
New +$3.08K ﹤0.01% 800

Other funds holding SELV

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
PIA
Pollock Investment Advisors Ann Arbor, Michigan $136M AUM 11.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Whipplewood Advisors's SELV Position: Q3 2025 in Review

Whipplewood Advisors sold out of SEI QiM U.S. Large Cap Low Volatility Active ETF (SELV) in Q3 2025, closing a stake of 90 shares — an estimated $2.82K sold.

Whipplewood Advisors first reported a position in SELV in Q4 2024 and held it in 3 quarters. The position peaked at $3.03K in Q1 2025. 25 funds tracked by Wall St. Rank hold SELV as of Q3 2025.

  • Whipplewood Advisors reported no remaining SEI QiM U.S. Large Cap Low Volatility Active ETF position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 90 SEI QiM U.S. Large Cap Low Volatility Active ETF shares in Q3 2025, an estimated $2.82K.
  • Whipplewood Advisors first reported a position in SEI QiM U.S. Large Cap Low Volatility Active ETF in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's SEI QiM U.S. Large Cap Low Volatility Active ETF position peaked at $3.03K in Q1 2025.
  • 25 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Low Volatility Active ETF as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.