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

EverSource Wealth 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
2025 Q4	–	Sell	-1	Closed	-$45	–	4419
2025 Q3	$45	Sell	1 -521	-100%	-$22.6K	﹤0.01%	4261
2025 Q2	$22K	Buy	522 +1	+0.2%	+$38	﹤0.01%	2219
2025 Q1	$18.8K	Sell	521 -13	-2%	-$505	﹤0.01%	1724
2024 Q4	$20.6K	Buy	534 +1	+0.2%	+$38	﹤0.01%	1604
2024 Q3	$19.3K	Hold	533	–	–	﹤0.01%	1515
2024 Q2	$17.6K	Hold	533	–	–	﹤0.01%	1567
2024 Q1	$16.1K	Sell	533 -283	-35%	-$8.54K	﹤0.01%	1463
2023 Q4	$22.8K	Buy	816 +2	+0.2%	+$53	﹤0.01%	1179
2023 Q3	$20.5K	Buy	814 +75	+10%	+$1.96K	﹤0.01%	1116
2023 Q2	$19.6K	Buy	+739	New	+$18.8K	﹤0.01%	1160

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

YCG

Yeomans Consulting Group Marietta, Georgia $341M AUM 22.92% 1-Year Est. Return

STB

S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $138M AUM 11.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EverSource Wealth Advisors's SEIM Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) in Q4 2025, closing a stake of 1 share — an estimated $45 sold.

EverSource Wealth Advisors first reported a position in SEIM in Q2 2023 and held it in 10 quarters. The position peaked at $22.8K in Q4 2023. 61 funds tracked by Wall St. Rank hold SEIM as of Q4 2025.

EverSource Wealth Advisors reported no remaining SEI QiM U.S. Large Cap Momentum Active ETF position as of Q4 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 1 SEI QiM U.S. Large Cap Momentum Active ETF share in Q4 2025, an estimated $45.
EverSource Wealth Advisors first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q2 2023 and held it in 10 quarters.
EverSource Wealth Advisors's SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $22.8K in Q4 2023.
61 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.