MA
SEIM icon

MONECO Advisors’s SEI QiM U.S. Large Cap Momentum Active ETF SEIM Stock Holding History

MONECO Advisors’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
Q4 		– Sell
-4,527
Closed -$206K – 530
2025
Q3 		$206K Buy
+4,527
New +$197K 0.02% 477
2025
Q1 		– Sell
-5,217
Closed -$201K – 487
2024
Q4 		$201K Sell
5,217
-576
-10% -$22.2K 0.02% 455
2024
Q3 		$209K Sell
5,793
-4,895
-46% -$166K 0.03% 418
2024
Q2 		$355K Sell
10,688
-2,733
-20% -$86.8K 0.05% 290
2024
Q1 		$431K Buy
+13,421
New +$405K 0.07% 256

Other funds holding SEIM

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
YCG
Yeomans Consulting Group Marietta, Georgia $341M AUM 22.92% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 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 $74.2B AUM 21.09% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
KF
K2 Financial Glendora, California $138M AUM 11.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MONECO Advisors's SEIM Position: Q4 2025 in Review

MONECO Advisors sold out of SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) in Q4 2025, closing a stake of 4,527 shares — an estimated $206K sold.

MONECO Advisors first reported a position in SEIM in Q1 2024 and held it in 5 quarters. The position peaked at $431K in Q1 2024. 61 funds tracked by Wall St. Rank hold SEIM as of Q4 2025.

  • MONECO Advisors reported no remaining SEI QiM U.S. Large Cap Momentum Active ETF position as of Q4 2025 after selling out during the quarter.
  • MONECO Advisors sold 4,527 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q4 2025, an estimated $206K.
  • MONECO Advisors first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q1 2024 and held it in 5 quarters.
  • MONECO Advisors's SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $431K in Q1 2024.
  • 61 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q4 2025.

Based on MONECO Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.