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

Atria Wealth Solutions’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
Q1 		– Sell
-65,002
Closed -$2.51M – 2054
2024
Q4 		$2.51M Buy
+65,002
New +$2.5M 0.03% 558

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $1.04B AUM 21.69% 1-Year Est. Return

Atria Wealth Solutions's SEIM Position: Q1 2025 in Review

Atria Wealth Solutions sold out of SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) in Q1 2025, closing a stake of 65,002 shares — an estimated $2.51M sold.

Atria Wealth Solutions first reported a position in SEIM in Q4 2024 and held it in 1 quarter. The position peaked at $2.51M in Q4 2024. 50 funds tracked by Wall St. Rank hold SEIM as of Q1 2025.

  • Atria Wealth Solutions reported no remaining SEI QiM U.S. Large Cap Momentum Active ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 65,002 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q1 2025, an estimated $2.51M.
  • Atria Wealth Solutions first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q4 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $2.51M in Q4 2024.
  • 50 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.