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

Lynx Investment Advisory’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	$850K	Sell	18,658 -130	-0.7%	-$6.14K	0.41%	56
2025 Q4	$867K	Buy	18,788 +1,717	+10%	+$78.2K	0.47%	47
2025 Q3	$775K	Buy	17,071 +2,914	+21%	+$127K	0.46%	55
2025 Q2	$597K	Buy	14,157 +366	+3%	+$13.9K	0.39%	65
2025 Q1	$497K	Sell	13,791 -538	-4%	-$20.9K	0.33%	67
2024 Q4	$553K	Sell	14,329 -1,218	-8%	-$46.9K	0.38%	62
2024 Q3	$562K	Buy	15,547 +645	+4%	+$21.8K	0.4%	56
2024 Q2	$495K	Buy	+14,902	New	+$473K	0.37%	55

Other funds holding SEIM

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 $16.4B AUM 25.17% 1-Year Est. Return

STB

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

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

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

K2 Financial Glendora, California $138M AUM 11.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CAG

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

Lynx Investment Advisory's SEIM Position: Q1 2026 in Review

Lynx Investment Advisory reduced its SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) stake by 0.69% in Q1 2026, selling an estimated $6.14K and leaving 18,658 shares worth $850K. The position accounts for 0.41% of the portfolio, ranked #56.

Lynx Investment Advisory first reported a position in SEIM in Q2 2024 and has held it in 8 quarters since. The position peaked at $867K in Q4 2025. 57 funds tracked by Wall St. Rank hold SEIM as of Q1 2026.

Lynx Investment Advisory held 18,658 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $850K as of Q1 2026.
Lynx Investment Advisory sold 130 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q1 2026, an estimated $6.14K.
SEI QiM U.S. Large Cap Momentum Active ETF made up 0.41% of Lynx Investment Advisory's portfolio in Q1 2026, its #56 holding.
Lynx Investment Advisory first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q2 2024 and has held it in 8 quarters since.
Lynx Investment Advisory's SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $867K in Q4 2025.
57 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q1 2026.

Based on Lynx Investment Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.