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Global Retirement Partners’s SEI QiM U.S. Large Cap Momentum Active ETF SEIM Stock Holding History

Global Retirement Partners’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 		$3.63M Buy
+64,659
New +$3.37M 0.06% 319
2025
Q4 		$3.08M Buy
+66,800
New +$3.04M 0.05% 319
2025
Q3 		– Sell
-86
Closed -$3.63K – 4005
2025
Q2 		$3.63K Buy
+86
New +$3.27K ﹤0.01% 3019

Other funds holding SEIM

SEI Investments
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
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
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Global Retirement Partners's SEIM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) in Q2 2026: 64,659 shares worth $3.63M. The stake represents 0.06% of the portfolio and ranks #319 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SEIM as recently as Q4 2025.

Global Retirement Partners first reported a position in SEIM in Q2 2025 and has held it in 3 quarters since. 72 funds tracked by Wall St. Rank hold SEIM as of Q2 2026.

  • Global Retirement Partners held 64,659 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $3.63M as of Q2 2026.
  • SEI QiM U.S. Large Cap Momentum Active ETF was a new Global Retirement Partners position in Q2 2026.
  • SEI QiM U.S. Large Cap Momentum Active ETF made up 0.06% of Global Retirement Partners's portfolio in Q2 2026, its #319 holding.
  • Global Retirement Partners first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q2 2025 and has held it in 3 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 Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.