MAI Capital Management’s SEI QiM U.S. Large Cap Momentum Active ETF SEIM Stock Holding History

MAI Capital Management’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	–	Sell	-15	Closed	-$684	–	4251
2026 Q1	$684	Hold	15	–	–	﹤0.01%	4308
2025 Q4	$692	Hold	15	–	–	﹤0.01%	3743
2025 Q3	$681	Hold	15	–	–	﹤0.01%	3566
2025 Q2	$633	Hold	15	–	–	﹤0.01%	3729
2025 Q1	$541	Hold	15	–	–	﹤0.01%	3225
2024 Q4	$580	Buy	+15	New	+$577	﹤0.01%	3283

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

MAI Capital Management's SEIM Position: Q2 2026 in Review

MAI Capital Management sold out of SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) in Q2 2026, closing a stake of 15 shares — an estimated $684 sold.

MAI Capital Management first reported a position in SEIM in Q4 2024 and held it in 6 quarters. The position peaked at $692 in Q4 2025. 72 funds tracked by Wall St. Rank hold SEIM as of Q2 2026.

MAI Capital Management reported no remaining SEI QiM U.S. Large Cap Momentum Active ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 15 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q2 2026, an estimated $684.
MAI Capital Management first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $692 in Q4 2025.
72 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.