AssetMark Inc
SEIM icon

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

AssetMark Inc’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
2026
Q2 		$82K Sell
1,461
-26
-2% -$1.35K ﹤0.01% 1681
2026
Q1 		$67.7K Sell
1,487
-20
-1% -$944 ﹤0.01% 1656
2025
Q4 		$69.5K Hold
1,507
– – ﹤0.01% 1607
2025
Q3 		$68.4K Buy
1,507
+284
+23% +$12.3K ﹤0.01% 1532
2025
Q2 		$51.6K Buy
1,223
+812
+198% +$30.8K ﹤0.01% 1554
2025
Q1 		$14.8K Buy
411
+144
+54% +$5.59K ﹤0.01% 1766
2024
Q4 		$10.3K Hold
267
– – ﹤0.01% 1783
2024
Q3 		$9.64K Hold
267
– – ﹤0.01% 1630
2024
Q2 		$8.86K Buy
+267
New +$8.48K ﹤0.01% 1519

Other funds holding SEIM

SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
PFA
Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return

AssetMark Inc's SEIM Position: Q2 2026 in Review

AssetMark Inc reduced its SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) stake by 1.7% in Q2 2026, selling an estimated $1.35K and leaving 1,461 shares worth $82K. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

AssetMark Inc first reported a position in SEIM in Q2 2024 and has held it in 9 quarters since. 28 funds tracked by Wall St. Rank hold SEIM as of Q2 2026.

  • AssetMark Inc held 1,461 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $82K as of Q2 2026.
  • AssetMark Inc sold 26 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q2 2026, an estimated $1.35K.
  • SEI QiM U.S. Large Cap Momentum Active ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1681 holding.
  • AssetMark Inc first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q2 2024 and has held it in 9 quarters since.
  • 28 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.