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

Exencial 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
2026 Q1	$2.18M	Buy	47,752 +1,562	+3%	+$73.8K	0.07%	214
2025 Q4	$2.13M	Sell	46,190 -6,082	-12%	-$277K	0.07%	216
2025 Q3	$2.37M	Buy	52,272 +12,395	+31%	+$538K	0.08%	200
2025 Q2	$1.68M	Sell	39,877 -2,196	-5%	-$83.4K	0.06%	233
2025 Q1	$1.52M	Sell	42,073 -616	-1%	-$23.9K	0.06%	239
2024 Q4	$1.65M	Sell	42,689 -7,275	-15%	-$280K	0.06%	234
2024 Q3	$1.8M	Sell	49,964 -4,987	-9%	-$169K	0.06%	225
2024 Q2	$1.82M	Sell	54,951 -4,019	-7%	-$128K	0.07%	213
2024 Q1	$1.9M	Buy	+58,970	New	+$1.78M	0.07%	213

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

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Exencial Wealth Advisors's SEIM Position: Q1 2026 in Review

Exencial Wealth Advisors increased its SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) stake by 3.4% in Q1 2026, buying an estimated $73.8K and bringing the position to 47,752 shares worth $2.18M. The position accounts for 0.07% of the portfolio, ranked #214.

Exencial Wealth Advisors first reported a position in SEIM in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.37M in Q3 2025. 57 funds tracked by Wall St. Rank hold SEIM as of Q1 2026.

Exencial Wealth Advisors held 47,752 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $2.18M as of Q1 2026.
Exencial Wealth Advisors bought 1,562 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q1 2026, an estimated $73.8K.
SEI QiM U.S. Large Cap Momentum Active ETF made up 0.07% of Exencial Wealth Advisors's portfolio in Q1 2026, its #214 holding.
Exencial Wealth Advisors 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.
Exencial Wealth Advisors's SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $2.37M in Q3 2025.
57 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.