Envestnet Asset Management’s SEI QiM U.S. Large Cap Momentum Active ETF SEIM Stock Holding History

Envestnet Asset Management’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	$12.2M	Buy	266,754 +612	+0.2%	+$28.9K	﹤0.01%	1697
2025 Q4	$12.3M	Sell	266,142 -2,811	-1%	-$128K	﹤0.01%	1562
2025 Q3	$12.2M	Buy	268,953 +36,097	+16%	+$1.57M	﹤0.01%	1631
2025 Q2	$9.82M	Sell	232,856 -3,752	-2%	-$142K	﹤0.01%	1750
2025 Q1	$8.53M	Sell	236,608 -18,462	-7%	-$716K	﹤0.01%	1773
2024 Q4	$9.85M	Sell	255,070 -17,184	-6%	-$661K	﹤0.01%	1653
2024 Q3	$9.83M	Sell	272,254 -16,733	-6%	-$566K	﹤0.01%	1642
2024 Q2	$9.59M	Sell	288,987 -4,108	-1%	-$130K	﹤0.01%	1595
2024 Q1	$9.42M	Buy	+293,095	New	+$8.85M	﹤0.01%	1558

Other funds holding SEIM

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

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

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

CAG

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management's SEIM Position: Q1 2026 in Review

Envestnet Asset Management increased its SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) stake by 0.23% in Q1 2026, buying an estimated $28.9K and bringing the position to 266,754 shares worth $12.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

Envestnet Asset Management first reported a position in SEIM in Q1 2024 and has held it in 9 quarters since. The position peaked at $12.3M in Q4 2025. 57 funds tracked by Wall St. Rank hold SEIM as of Q1 2026.

Envestnet Asset Management held 266,754 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $12.2M as of Q1 2026.
Envestnet Asset Management bought 612 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q1 2026, an estimated $28.9K.
SEI QiM U.S. Large Cap Momentum Active ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1697 holding.
Envestnet Asset Management first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q1 2024 and has held it in 9 quarters since.
Envestnet Asset Management's SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $12.3M 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 Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.