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

Merit Financial Group’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	$36.7M	Buy	652,788 +77,430	+13%	+$4.03M	0.22%	83
2026 Q1	$26.2M	Buy	575,358 +481,375	+512%	+$22.7M	0.19%	89
2025 Q4	$4.34M	Buy	93,983 +1,580	+2%	+$72K	0.03%	391
2025 Q3	$4.2M	Buy	92,403 +20,077	+28%	+$872K	0.04%	349
2025 Q2	$3.05M	Buy	72,326 +2,632	+4%	+$99.9K	0.03%	400
2025 Q1	$2.51M	Buy	+69,694	New	+$2.7M	0.04%	364

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Merit Financial Group's SEIM Position: Q2 2026 in Review

Merit Financial Group increased its SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) stake by 13% in Q2 2026, buying an estimated $4.03M and bringing the position to 652,788 shares worth $36.7M. The position accounts for 0.22% of the portfolio, ranked #83.

Merit Financial Group first reported a position in SEIM in Q1 2025 and has held it in 6 quarters since. 72 funds tracked by Wall St. Rank hold SEIM as of Q2 2026.

Merit Financial Group held 652,788 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $36.7M as of Q2 2026.
Merit Financial Group bought 77,430 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q2 2026, an estimated $4.03M.
SEI QiM U.S. Large Cap Momentum Active ETF made up 0.22% of Merit Financial Group's portfolio in Q2 2026, its #83 holding.
Merit Financial Group first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q1 2025 and has held it in 6 quarters since.
72 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.