CWRP
SEIM icon

Cassady Wealth & Retirement Planning’s SEI QiM U.S. Large Cap Momentum Active ETF SEIM Stock Holding History

Cassady Wealth & Retirement Planning’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 		$964K Sell
17,166
-1,029
-6% -$53.6K 0.45% 47
2026
Q1 		$925K Sell
18,195
-586
-3% -$27.7K 0.48% 48
2025
Q4 		$866K Buy
+18,781
New +$856K 0.56% 47

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

Cassady Wealth & Retirement Planning's SEIM Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning reduced its SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) stake by 5.7% in Q2 2026, selling an estimated $53.6K and leaving 17,166 shares worth $964K. The position accounts for 0.45% of the portfolio, ranked #47.

Cassady Wealth & Retirement Planning first reported a position in SEIM in Q4 2025 and has held it in 3 quarters since. 72 funds tracked by Wall St. Rank hold SEIM as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 17,166 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $964K as of Q2 2026.
  • Cassady Wealth & Retirement Planning sold 1,029 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q2 2026, an estimated $53.6K.
  • SEI QiM U.S. Large Cap Momentum Active ETF made up 0.45% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #47 holding.
  • Cassady Wealth & Retirement Planning first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 72 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.