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Cape Investment Advisory’s SEI QiM U.S. Large Cap Momentum Active ETF SEIM Stock Holding History

Cape Investment Advisory’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 		– Sell
-489
Closed -$22.6K – 1014
2025
Q4 		$22.6K Hold
489
– – 0.01% 584
2025
Q3 		$22.2K Buy
489
+196
+67% +$8.51K 0.02% 311
2025
Q2 		$12.4K Sell
293
-46
-14% -$1.75K ﹤0.01% 600
2025
Q1 		$12.2K Hold
339
– – ﹤0.01% 567
2024
Q4 		$13.1K Hold
339
– – 0.01% 536
2024
Q3 		$12.2K Buy
339
+79
+30% +$2.67K 0.01% 531
2024
Q2 		$8.63K Sell
260
-51
-16% -$1.62K ﹤0.01% 547
2024
Q1 		$10K Buy
+311
New +$9.39K ﹤0.01% 551

Other funds holding SEIM

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 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 $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 $74.2B AUM 21.09% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
KF
K2 Financial Glendora, California $138M AUM 11.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Cape Investment Advisory's SEIM Position: Q1 2026 in Review

Cape Investment Advisory sold out of SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) in Q1 2026, closing a stake of 489 shares — an estimated $22.6K sold.

Cape Investment Advisory first reported a position in SEIM in Q1 2024 and held it in 8 quarters. The position peaked at $22.6K in Q4 2025. 57 funds tracked by Wall St. Rank hold SEIM as of Q1 2026.

  • Cape Investment Advisory reported no remaining SEI QiM U.S. Large Cap Momentum Active ETF position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 489 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q1 2026, an estimated $22.6K.
  • Cape Investment Advisory first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q1 2024 and held it in 8 quarters.
  • Cape Investment Advisory's SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $22.6K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.