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 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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return

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 $74.1B AUM 21.09% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

K2 Financial Glendora, California $138M AUM 11.8% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return