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

Concurrent Investment 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 Q2	$545K	Sell	9,701 -671	-6%	-$35K	﹤0.01%	1357
2026 Q1	$472K	Sell	10,372 -70	-0.7%	-$3.31K	0.01%	1241
2025 Q4	$482K	Sell	10,442 -446	-4%	-$20.3K	0.01%	1164
2025 Q3	$494K	Buy	10,888 +4,258	+64%	+$185K	0.01%	920
2025 Q2	$280K	Buy	+6,630	New	+$252K	0.01%	1093

Other funds holding SEIM

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return

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

Concurrent Investment Advisors's SEIM Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) stake by 6.5% in Q2 2026, selling an estimated $35K and leaving 9,701 shares worth $545K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Concurrent Investment Advisors first reported a position in SEIM in Q2 2025 and has held it in 5 quarters since. 72 funds tracked by Wall St. Rank hold SEIM as of Q2 2026.

Concurrent Investment Advisors held 9,701 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $545K as of Q2 2026.
Concurrent Investment Advisors sold 671 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q2 2026, an estimated $35K.
SEI QiM U.S. Large Cap Momentum Active ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1357 holding.
Concurrent Investment Advisors first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q2 2025 and has held it in 5 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 Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.