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

IFP 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 Q2	$14.9K	Hold	265	–	–	﹤0.01%	3156
2026 Q1	$12.1K	Buy	265 +32	+14%	+$1.51K	﹤0.01%	3063
2025 Q4	$10.7K	Hold	233	–	–	﹤0.01%	3032
2025 Q3	$10.6K	Hold	233	–	–	﹤0.01%	2876
2025 Q2	$9.82K	Hold	233	–	–	﹤0.01%	2931
2025 Q1	$8.4K	Hold	233	–	–	﹤0.01%	2641
2024 Q4	$9K	Hold	233	–	–	﹤0.01%	2566
2024 Q3	$8.42K	Hold	233	–	–	﹤0.01%	2495
2024 Q2	$7.74K	Hold	233	–	–	﹤0.01%	2426
2024 Q1	$7.49K	Buy	+233	New	+$7.03K	﹤0.01%	2332
2023 Q1	–	Sell	-4,717	Closed	-$120K	–	4263
2022 Q4	$120K	Buy	4,717 +4,712	+94,240%	+$117K	﹤0.01%	1648
2022 Q3	$2K	Buy	+5	New	+$126	﹤0.01%	4398

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

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

IFP Advisors's SEIM Position: Q2 2026 in Review

IFP Advisors held its SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) position steady in Q2 2026 at 265 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3156.

IFP Advisors first reported a position in SEIM in Q3 2022 and has held it in 12 quarters since. The position peaked at $120K in Q4 2022. 72 funds tracked by Wall St. Rank hold SEIM as of Q2 2026.

IFP Advisors held 265 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $14.9K as of Q2 2026.
IFP Advisors left its SEI QiM U.S. Large Cap Momentum Active ETF share count unchanged in Q2 2026.
SEI QiM U.S. Large Cap Momentum Active ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3156 holding.
IFP Advisors first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q3 2022 and has held it in 12 quarters since.
IFP Advisors's SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $120K in Q4 2022.
72 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.