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 Q2	$2.33M	Sell	41,413 -88	-0.2%	-$4.58K	0.11%	89
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 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

Diversified Enterprises's SEIM Position: Q2 2026 in Review

Diversified Enterprises reduced its SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) stake by 0.21% in Q2 2026, selling an estimated $4.58K and leaving 41,413 shares worth $2.33M. The position accounts for 0.11% of the portfolio, ranked #89.

Diversified Enterprises first reported a position in SEIM in Q1 2025 and has held it in 6 quarters since. 72 funds tracked by Wall St. Rank hold SEIM as of Q2 2026.

Diversified Enterprises held 41,413 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $2.33M as of Q2 2026.
Diversified Enterprises sold 88 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q2 2026, an estimated $4.58K.
SEI QiM U.S. Large Cap Momentum Active ETF made up 0.11% of Diversified Enterprises's portfolio in Q2 2026, its #89 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 6 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 Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.