Cahill Financial Advisors’s SEI QiM U.S. Large Cap Momentum Active ETF SEIM Stock Holding History

Cahill Financial Advisors’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	$1.82M	Sell	32,371 -3,248	-9%	-$169K	0.17%	94
2026 Q1	$1.62M	Sell	35,619 -10,967	-24%	-$518K	0.18%	91
2025 Q4	$2.15M	Sell	46,586 -6,171	-12%	-$281K	0.24%	73
2025 Q3	$2.4M	Buy	52,757 +7,430	+16%	+$323K	0.27%	64
2025 Q2	$1.91M	Sell	45,327 -5,059	-10%	-$192K	0.24%	76
2025 Q1	$1.82M	Sell	50,386 -9,431	-16%	-$366K	0.25%	71
2024 Q4	$2.31M	Sell	59,817 -13,542	-18%	-$521K	0.31%	59
2024 Q3	$2.65M	Sell	73,359 -1,048	-1%	-$35.4K	0.36%	49
2024 Q2	$2.47M	Sell	74,407 -286	-0.4%	-$9.08K	0.34%	55
2024 Q1	$2.4M	Buy	+74,693	New	+$2.25M	0.33%	61

Other funds holding SEIM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

STB

S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Cahill Financial Advisors's SEIM Position: Q2 2026 in Review

Cahill Financial Advisors reduced its SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) stake by 9.1% in Q2 2026, selling an estimated $169K and leaving 32,371 shares worth $1.82M. The position accounts for 0.17% of the portfolio, ranked #94.

Cahill Financial Advisors first reported a position in SEIM in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.65M in Q3 2024. 72 funds tracked by Wall St. Rank hold SEIM as of Q2 2026.

Cahill Financial Advisors held 32,371 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $1.82M as of Q2 2026.
Cahill Financial Advisors sold 3,248 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q2 2026, an estimated $169K.
SEI QiM U.S. Large Cap Momentum Active ETF made up 0.17% of Cahill Financial Advisors's portfolio in Q2 2026, its #94 holding.
Cahill Financial Advisors first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q1 2024 and has held it in 10 quarters since.
Cahill Financial Advisors's SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $2.65M in Q3 2024.
72 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.