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

Atria Investments’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
-76,716
Closed -$3.23M – 2134
2025
Q2 		$3.23M Buy
76,716
+49,507
+182% +$1.88M 0.04% 538
2025
Q1 		$981K Buy
+27,209
New +$1.06M 0.01% 996

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 $83.7B AUM 27.22% 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 $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
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

Atria Investments's SEIM Position: Q3 2025 in Review

Atria Investments sold out of SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) in Q3 2025, closing a stake of 76,716 shares — an estimated $3.23M sold.

Atria Investments first reported a position in SEIM in Q1 2025 and held it in 2 quarters. The position peaked at $3.23M in Q2 2025. 58 funds tracked by Wall St. Rank hold SEIM as of Q3 2025.

  • Atria Investments reported no remaining SEI QiM U.S. Large Cap Momentum Active ETF position as of Q3 2025 after selling out during the quarter.
  • Atria Investments sold 76,716 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q3 2025, an estimated $3.23M.
  • Atria Investments first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q1 2025 and held it in 2 quarters.
  • Atria Investments's SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $3.23M 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 Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.