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Sei Exchange Traded Funds shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Sei Exchange Traded Funds (SEIV) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Sei Exchange Traded Funds

Tip: Access up to 7 years of quarterly data

All positions including Sei Exchange Traded Funds held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sei Exchange Traded Funds by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $28k 586 48.01

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Sei Exchange Traded Funds

Sei Investments
Summit Wealth Group Llc / Co
S & T Bank
Envestnet Asset Management
Branch Banking & Trust Company
Beacon Pointe Advisors
Merit Financial Group
Cambridge Investment Research Advisors
StoneCrest Wealth Management
K2 Financial
Wealth Enhancement Advisory Services
Two Sigma Investments
Global Retirement Partners
Csenge Advisory Group
Goss Wealth Management

View all funds holding Sei Exchange Traded Funds