Investmark Advisory Group’s SEI QiM U.S. Large Cap Momentum Active ETF SEIM Stock Holding History

Investmark Advisory Group’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	$404K	Buy	7,190 +648	+10%	+$33.8K	0.15%	92
2026 Q1	$298K	Buy	6,542 +30	+0.5%	+$1.42K	0.13%	106
2025 Q4	$300K	Buy	6,512 +143	+2%	+$6.51K	0.13%	106
2025 Q3	$289K	Buy	6,369 +965	+18%	+$41.9K	0.13%	108
2025 Q2	$228K	Buy	+5,404	New	+$205K	0.11%	121

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

Investmark Advisory Group's SEIM Position: Q2 2026 in Review

Investmark Advisory Group increased its SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) stake by 9.9% in Q2 2026, buying an estimated $33.8K and bringing the position to 7,190 shares worth $404K. The position accounts for 0.15% of the portfolio, ranked #92.

Investmark Advisory Group first reported a position in SEIM in Q2 2025 and has held it in 5 quarters since. 72 funds tracked by Wall St. Rank hold SEIM as of Q2 2026.

Investmark Advisory Group held 7,190 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $404K as of Q2 2026.
Investmark Advisory Group bought 648 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q2 2026, an estimated $33.8K.
SEI QiM U.S. Large Cap Momentum Active ETF made up 0.15% of Investmark Advisory Group's portfolio in Q2 2026, its #92 holding.
Investmark Advisory Group first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q2 2025 and has held it in 5 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 Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.