Accurate Wealth Management’s SEI QiM U.S. Large Cap Momentum Active ETF SEIM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-4,915
Closed -$239K 606
2026
Q1
$239K Buy
4,915
+43
+0.9% +$2.03K 0.03% 469
2025
Q4
$230K Sell
4,872
-1,522
-24% -$69.3K 0.03% 465
2025
Q3
$286K Buy
6,394
+1,137
+22% +$49.4K 0.04% 402
2025
Q2
$222K Buy
+5,257
New +$200K 0.03% 414
2025
Q1
Sell
-6,000
Closed -$234K 402
2024
Q4
$234K Sell
6,000
-627
-9% -$24.1K 0.04% 339
2024
Q3
$245K Sell
6,627
-766
-10% -$25.9K 0.05% 322
2024
Q2
$251K Buy
7,393
+81
+1% +$2.57K 0.06% 266
2024
Q1
$217K Buy
+7,312
New +$221K 0.06% 275

Other funds holding SEIM

Accurate Wealth Management's SEIM Position: Q2 2026 in Review

Accurate Wealth Management sold out of SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) in Q2 2026, closing a stake of 4,915 shares — an estimated $239K sold.

Accurate Wealth Management first reported a position in SEIM in Q1 2024 and held it in 8 quarters. The position peaked at $286K in Q3 2025. 11 funds tracked by Wall St. Rank hold SEIM as of Q2 2026.

  • Accurate Wealth Management reported no remaining SEI QiM U.S. Large Cap Momentum Active ETF position as of Q2 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 4,915 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q2 2026, an estimated $239K.
  • Accurate Wealth Management first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q1 2024 and held it in 8 quarters.
  • Accurate Wealth Management's SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $286K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.