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Ascent Group’s SEI QiM U.S. Large Cap Momentum Active ETF SEIM Stock Holding History

Ascent Group’s Portfolio SEIM Stock Details SEIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,841
Closed -$204K – 784
2025
Q2 		$204K Buy
+4,841
New +$184K 0.01% 685

Other funds holding SEIM

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 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
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
KF
K2 Financial Glendora, California $138M AUM 11.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return

Ascent Group's SEIM Position: Q3 2025 in Review

Ascent Group sold out of SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) in Q3 2025, closing a stake of 4,841 shares — an estimated $204K sold.

Ascent Group first reported a position in SEIM in Q2 2025 and held it in 1 quarter. The position peaked at $204K in Q2 2025. 58 funds tracked by Wall St. Rank hold SEIM as of Q3 2025.

  • Ascent Group reported no remaining SEI QiM U.S. Large Cap Momentum Active ETF position as of Q3 2025 after selling out during the quarter.
  • Ascent Group sold 4,841 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q3 2025, an estimated $204K.
  • Ascent Group first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q2 2025 and held it in 1 quarter.
  • Ascent Group's SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $204K in Q2 2025.
  • 58 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q3 2025.

Based on Ascent Group's 13F filing for Q3 2025, filed 20 Oct 2025.