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

Cassady Wealth & Retirement Planning's SEIM Position: Q1 2026 in Review

Cassady Wealth & Retirement Planning reduced its SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) stake by 3.1% in Q1 2026, selling an estimated $27.7K and leaving 18,195 shares worth $925K. The position accounts for 0.48% of the portfolio, ranked #48.

Cassady Wealth & Retirement Planning first reported a position in SEIM in Q4 2025 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold SEIM as of Q1 2026.

  • Cassady Wealth & Retirement Planning held 18,195 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $925K as of Q1 2026.
  • Cassady Wealth & Retirement Planning sold 586 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q1 2026, an estimated $27.7K.
  • SEI QiM U.S. Large Cap Momentum Active ETF made up 0.48% of Cassady Wealth & Retirement Planning's portfolio in Q1 2026, its #48 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 2 quarters since.
  • 57 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q1 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q1 2026, filed 18 May 2026.