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Diversified Enterprises’s SEI QiM U.S. Large Cap Momentum Active ETF SEIM Stock Holding History

Diversified Enterprises’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 		$1.89M Sell
41,501
-687
-2% -$32.4K 0.1% 97
2025
Q4 		$1.95M Buy
42,188
+20,090
+91% +$915K 0.12% 82
2025
Q3 		$1M Buy
22,098
+2,284
+12% +$99.2K 0.07% 100
2025
Q2 		$835K Buy
19,814
+2,799
+16% +$106K 0.06% 110
2025
Q1 		$614K Buy
+17,015
New +$660K 0.05% 137

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

Diversified Enterprises's SEIM Position: Q1 2026 in Review

Diversified Enterprises reduced its SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) stake by 1.6% in Q1 2026, selling an estimated $32.4K and leaving 41,501 shares worth $1.89M. The position accounts for 0.1% of the portfolio, ranked #97.

Diversified Enterprises first reported a position in SEIM in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.95M in Q4 2025. 57 funds tracked by Wall St. Rank hold SEIM as of Q1 2026.

  • Diversified Enterprises held 41,501 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $1.89M as of Q1 2026.
  • Diversified Enterprises sold 687 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q1 2026, an estimated $32.4K.
  • SEI QiM U.S. Large Cap Momentum Active ETF made up 0.1% of Diversified Enterprises's portfolio in Q1 2026, its #97 holding.
  • Diversified Enterprises first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q1 2025 and has held it in 5 quarters since.
  • Diversified Enterprises's SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $1.95M 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 Diversified Enterprises's 13F filing for Q1 2026, filed 15 May 2026.