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 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	–	4265
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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return

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

Envestnet Asset Management

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

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return