FSA Advisors
SEIM icon

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

FSA 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 		– Sell
-114,800
Closed -$162K – 231
2025
Q4 		$162K Buy
+114,800
New +$5.23M 0.11% 178

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Summit Wealth Group (Colorado)
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.58B AUM 19.35% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
S&T Bank
S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Beacon Pointe Advisors
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
K2 Financial
K2 Financial Glendora, California $144M AUM 7.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

FSA Advisors's SEIM Position: Q1 2026 in Review

FSA Advisors sold out of SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) in Q1 2026, closing a stake of 114,800 shares — an estimated $162K sold.

FSA Advisors first reported a position in SEIM in Q4 2025 and held it in 1 quarter. The position peaked at $162K in Q4 2025. 58 funds tracked by Wall St. Rank hold SEIM as of Q1 2026.

  • FSA Advisors reported no remaining SEI QiM U.S. Large Cap Momentum Active ETF position as of Q1 2026 after selling out during the quarter.
  • FSA Advisors sold 114,800 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q1 2026, an estimated $162K.
  • FSA Advisors first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q4 2025 and held it in 1 quarter.
  • FSA Advisors's SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $162K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q1 2026.

Based on FSA Advisors's 13F filing for Q1 2026, filed 6 May 2026.