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

Larson Financial 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
2025
Q4 		– Sell
-2,248
Closed -$102K – 3635
2025
Q3 		$102K Buy
+2,248
New +$97.6K ﹤0.01% 893

Other funds holding SEIM

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
YCG
Yeomans Consulting Group Marietta, Georgia $341M AUM 22.92% 1-Year Est. Return
STB
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 $74.2B AUM 21.09% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
KF
K2 Financial Glendora, California $138M AUM 11.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Larson Financial Group's SEIM Position: Q4 2025 in Review

Larson Financial Group sold out of SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) in Q4 2025, closing a stake of 2,248 shares — an estimated $102K sold.

Larson Financial Group first reported a position in SEIM in Q3 2025 and held it in 1 quarter. The position peaked at $102K in Q3 2025. 61 funds tracked by Wall St. Rank hold SEIM as of Q4 2025.

  • Larson Financial Group reported no remaining SEI QiM U.S. Large Cap Momentum Active ETF position as of Q4 2025 after selling out during the quarter.
  • Larson Financial Group sold 2,248 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q4 2025, an estimated $102K.
  • Larson Financial Group first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q3 2025 and held it in 1 quarter.
  • Larson Financial Group's SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $102K in Q3 2025.
  • 61 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.