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Sei Exchange Traded Funds shares owned by Compass Financial Management

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

Historical chart of Compass Financial Management investment in Sei Exchange Traded Funds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sei Exchange Traded Funds by Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $12k 250 48.00

More positions owned by Compass Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Technology SPDR (XLK)
Spdr S&p 500 Etf (SPY)
Janus Detroit Str Tr (JAAA)
Invesco Qqq Trust Series 1 (QQQ)
Palantir Technologies Inclass A Com Cl A (PLTR)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Vanguard S&p 500 Etf idx (VOO)
Amazon (AMZN)
Alphabet Inc Class A Com Cl A (GOOGL)
Alphabet Inc Class C Com Cl C (GOOG)
Vanguard High Dividend Yield ETF (VYM)
Meta Platforms Inc Class A Com Cl A (META)

View all positions for Compass Financial Management

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