LPL Financial
SEIM icon

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

LPL 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
Q1 		$1M Buy
22,045
+4,638
+27% +$219K ﹤0.01% 4169
2025
Q4 		$803K Buy
17,407
+388
+2% +$17.7K ﹤0.01% 4292
2025
Q3 		$773K Buy
17,019
+1,933
+13% +$83.9K ﹤0.01% 4254
2025
Q2 		$636K Buy
15,086
+700
+5% +$26.6K ﹤0.01% 4170
2025
Q1 		$519K Sell
14,386
-235
-2% -$9.12K ﹤0.01% 4141
2024
Q4 		$565K Buy
14,621
+4,105
+39% +$158K ﹤0.01% 3996
2024
Q3 		$380K Buy
10,516
+3,471
+49% +$117K ﹤0.01% 4241
2024
Q2 		$234K Sell
7,045
-14,621
-67% -$464K ﹤0.01% 4451
2024
Q1 		$696K Buy
+21,666
New +$654K ﹤0.01% 3492

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
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 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 $74.1B 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 $59.6B AUM 29.42% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return