MGWM
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Marks Group Wealth Management’s SEI QiM U.S. Large Cap Momentum Active ETF SEIM Stock Holding History

Marks Group Wealth 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
2025
Q2 		– Sell
-37,229
Closed -$1.34M – 314
2025
Q1 		$1.34M Buy
+37,229
New +$1.44M 0.13% 157

Other funds holding SEIM

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $83.7B AUM 27.22% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Marks Group Wealth Management's SEIM Position: Q2 2025 in Review

Marks Group Wealth Management sold out of SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) in Q2 2025, closing a stake of 37,229 shares — an estimated $1.34M sold.

Marks Group Wealth Management first reported a position in SEIM in Q1 2025 and held it in 1 quarter. The position peaked at $1.34M in Q1 2025. 52 funds tracked by Wall St. Rank hold SEIM as of Q2 2025.

  • Marks Group Wealth Management reported no remaining SEI QiM U.S. Large Cap Momentum Active ETF position as of Q2 2025 after selling out during the quarter.
  • Marks Group Wealth Management sold 37,229 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q2 2025, an estimated $1.34M.
  • Marks Group Wealth Management first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q1 2025 and held it in 1 quarter.
  • Marks Group Wealth Management's SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $1.34M in Q1 2025.
  • 52 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q2 2025.

Based on Marks Group Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.