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Calton & Associates’s SEI QiM U.S. Large Cap Momentum Active ETF SEIM Stock Holding History

Calton & Associates’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 		$211K Buy
+3,754
New +$196K 0.03% 399
2026
Q1 		– Sell
-6,101
Closed -$281K – 482
2025
Q4 		$281K Sell
6,101
-5,855
-49% -$267K 0.04% 347
2025
Q3 		$543K Buy
+11,956
New +$519K 0.08% 221
2025
Q2 		– Sell
-14,234
Closed -$513K – 415
2025
Q1 		$513K Buy
+14,234
New +$552K 0.12% 165

Other funds holding SEIM

SEI Investments
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $21.5B AUM 23.65% 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
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

Calton & Associates's SEIM Position: Q2 2026 in Review

Calton & Associates opened a new position in SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) in Q2 2026: 3,754 shares worth $211K. The stake represents 0.03% of the portfolio and ranks #399 among its holdings. This is a return to the name: Calton & Associates previously reported a position in SEIM as recently as Q4 2025.

Calton & Associates first reported a position in SEIM in Q1 2025 and has held it in 4 quarters since. The position peaked at $543K in Q3 2025. 72 funds tracked by Wall St. Rank hold SEIM as of Q2 2026.

  • Calton & Associates held 3,754 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $211K as of Q2 2026.
  • SEI QiM U.S. Large Cap Momentum Active ETF was a new Calton & Associates position in Q2 2026.
  • SEI QiM U.S. Large Cap Momentum Active ETF made up 0.03% of Calton & Associates's portfolio in Q2 2026, its #399 holding.
  • Calton & Associates first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q1 2025 and has held it in 4 quarters since.
  • Calton & Associates's SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $543K in Q3 2025.
  • 72 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.