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 Q3	$3.22M	Buy	59,864 +4,711	+9%	+$254K	1.45%	12
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Meriwether Wealth & Planning's SEIM Position: Q3 2026 in Review

Meriwether Wealth & Planning increased its SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) stake by 8.5% in Q3 2026, buying an estimated $254K and bringing the position to 59,864 shares worth $3.22M. The position accounts for 1.45% of the portfolio, ranked #12.

Meriwether Wealth & Planning first reported a position in SEIM in Q4 2024 and has held it in 8 quarters since. 14 funds tracked by Wall St. Rank hold SEIM as of Q3 2026.

Meriwether Wealth & Planning held 59,864 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $3.22M as of Q3 2026.
Meriwether Wealth & Planning bought 4,711 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q3 2026, an estimated $254K.
SEI QiM U.S. Large Cap Momentum Active ETF made up 1.45% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #12 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 8 quarters since.
14 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.