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

Meridian 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
2026
Q2 		$208K Buy
+3,701
New +$193K 0.01% 787

Other funds holding SEIM

SEI Investments
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
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
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Meridian Wealth Management's SEIM Position: Q2 2026 in Review

Meridian Wealth Management opened a new position in SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) in Q2 2026: 3,701 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #787 among its holdings.

72 funds tracked by Wall St. Rank hold SEIM as of Q2 2026.

  • Meridian Wealth Management held 3,701 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $208K as of Q2 2026.
  • SEI QiM U.S. Large Cap Momentum Active ETF was a new Meridian Wealth Management position in Q2 2026.
  • SEI QiM U.S. Large Cap Momentum Active ETF made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #787 holding.
  • 72 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.