Blue Trust Inc
SEIM icon

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

Blue Trust 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
Q3 		– Sell
-342
Closed -$19.2K – 2732
2026
Q2 		$19.2K Buy
+342
New +$17.8K ﹤0.01% 1671

Other funds holding SEIM

K2 Financial
K2 Financial Glendora, California $144M AUM 7.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Meriwether Wealth & Planning
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
FAI
FAI Advisors, Inc. Farmington Hills, Michigan $257M AUM 20.66% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return
Stewardship Advisors
Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Blue Trust Inc's SEIM Position: Q3 2026 in Review

Blue Trust Inc sold out of SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) in Q3 2026, closing a stake of 342 shares — an estimated $19.2K sold.

Blue Trust Inc first reported a position in SEIM in Q2 2026 and held it in 1 quarter. The position peaked at $19.2K in Q2 2026. 19 funds tracked by Wall St. Rank hold SEIM as of Q3 2026.

  • Blue Trust Inc reported no remaining SEI QiM U.S. Large Cap Momentum Active ETF position as of Q3 2026 after selling out during the quarter.
  • Blue Trust Inc sold 342 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q3 2026, an estimated $19.2K.
  • Blue Trust Inc first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q2 2026 and held it in 1 quarter.
  • Blue Trust Inc's SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $19.2K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.