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Sei Exchange Traded Funds shares owned by K2 Financial

Quarter-by-quarter ownership of Sei Exchange Traded Funds (SEIV) shares owned by K2 Financial from 13F filings

Historical chart of K2 Financial investment in Sei Exchange Traded Funds

Tip: Access up to 7 years of quarterly data

All positions including Sei Exchange Traded Funds held by K2 Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sei Exchange Traded Funds by K2 Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.6M 120k 38.23
2025-06-30 $3.5M 98k 35.74
2025-03-31 $3.0M 100k 29.82
2024-12-31 $3.0M 89k 33.14

More positions owned by K2 Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Shrt Nat Mun Etf (SUB)
Spdr Series Trust Portfli High Yld (SPHY)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for K2 Financial

Top funds holding Sei Exchange Traded Funds

Sei Investments
S & T Bank
Envestnet Asset Management
Branch Banking & Trust Company
Beacon Pointe Advisors
Cambridge Investment Research Advisors
K2 Financial
Merit Financial Group
Wealth Enhancement Advisory Services
Csenge Advisory Group
Ohe Financial
Burns Wealth Management
Advisor Group Holdings
Goss Wealth Management
United Advisor Group

View all funds holding Sei Exchange Traded Funds