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

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-241
Closed -$9.37K – 1569
2024
Q4 		$9.37K Buy
+241
New +$9.27K ﹤0.01% 1136

Other funds holding SEIM

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return

Coppell Advisory Solutions's SEIM Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) in Q1 2025, closing a stake of 241 shares — an estimated $9.37K sold.

Coppell Advisory Solutions first reported a position in SEIM in Q4 2024 and held it in 1 quarter. The position peaked at $9.37K in Q4 2024. 50 funds tracked by Wall St. Rank hold SEIM as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining SEI QiM U.S. Large Cap Momentum Active ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 241 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q1 2025, an estimated $9.37K.
  • Coppell Advisory Solutions first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q4 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $9.37K in Q4 2024.
  • 50 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.