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Meriwether Wealth & Planning’s SEI QiM U.S. Large Cap Momentum Active ETF SEIM Stock Holding History

Meriwether Wealth & Planning’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 		$3.1M Buy
55,153
+7,495
+16% +$390K 1.54% 14
2026
Q1 		$2.17M Buy
47,658
+10,466
+28% +$494K 1.19% 16
2025
Q4 		$1.72M Buy
37,192
+11,047
+42% +$503K 0.97% 17
2025
Q3 		$1.19M Buy
26,145
+11,636
+80% +$505K 0.69% 26
2025
Q2 		$612K Sell
14,509
-53,103
-79% -$2.02M 0.38% 53
2025
Q1 		$2.44M Buy
67,612
+9,291
+16% +$361K 1.59% 12
2024
Q4 		$2.25M Buy
+58,321
New +$2.24M 1.6% 10

Other funds holding SEIM

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Meriwether Wealth & Planning's SEIM Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) stake by 16% in Q2 2026, buying an estimated $390K and bringing the position to 55,153 shares worth $3.1M. The position accounts for 1.54% of the portfolio, ranked #14.

Meriwether Wealth & Planning first reported a position in SEIM in Q4 2024 and has held it in 7 quarters since. 6 funds tracked by Wall St. Rank hold SEIM as of Q2 2026.

  • Meriwether Wealth & Planning held 55,153 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $3.1M as of Q2 2026.
  • Meriwether Wealth & Planning bought 7,495 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q2 2026, an estimated $390K.
  • SEI QiM U.S. Large Cap Momentum Active ETF made up 1.54% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #14 holding.
  • Meriwether Wealth & Planning first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q4 2024 and has held it in 7 quarters since.
  • 6 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.