K2 Financial’s SEI QiM U.S. Large Cap Momentum Active ETF SEIM Stock Holding History

K2 Financial’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	$5.38M	Sell	98,882 -6,070	-6%	-$316K	3.8%	7
2026 Q1	$5.32M	Buy	104,952 +1,853	+2%	+$87.5K	3.87%	7
2025 Q4	$4.84M	Sell	103,099 -1,272	-1%	-$57.9K	3.74%	8
2025 Q3	$4.68M	Buy	104,371 +19,445	+23%	+$844K	3.76%	7
2025 Q2	$3.58M	Sell	84,926 -2,959	-3%	-$112K	3.16%	10
2025 Q1	$2.9M	Buy	87,885 +10,005	+13%	+$388K	2.85%	12
2024 Q4	$3.02M	Buy	+77,880	New	+$3M	3%	9

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

K2 Financial's SEIM Position: Q2 2026 in Review

K2 Financial reduced its SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) stake by 5.8% in Q2 2026, selling an estimated $316K and leaving 98,882 shares worth $5.38M. The position accounts for 3.8% of the portfolio, ranked #7.

K2 Financial first reported a position in SEIM in Q4 2024 and has held it in 7 quarters since. 72 funds tracked by Wall St. Rank hold SEIM as of Q2 2026.

K2 Financial held 98,882 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $5.38M as of Q2 2026.
K2 Financial sold 6,070 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q2 2026, an estimated $316K.
SEI QiM U.S. Large Cap Momentum Active ETF made up 3.8% of K2 Financial's portfolio in Q2 2026, its #7 holding.
K2 Financial first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q4 2024 and has held it in 7 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 K2 Financial's 13F filing for Q2 2026, filed 21 Jul 2026.