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SEIM icon

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

NewEdge 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
2026
Q1 		$2.36M Buy
51,900
+1,211
+2% +$57.2K 0.01% 1021
2025
Q4 		$2.34M Sell
50,689
-654
-1% -$29.8K 0.01% 990
2025
Q3 		$2.33M Buy
51,343
+8,075
+19% +$351K 0.01% 936
2025
Q2 		$1.82M Buy
43,268
+765
+2% +$29K 0.01% 982
2025
Q1 		$1.53M Sell
42,503
-2,082
-5% -$80.8K 0.01% 971
2024
Q4 		$1.72M Sell
44,585
-449
-1% -$17.3K 0.01% 891
2024
Q3 		$1.63M Buy
45,034
+5,094
+13% +$172K 0.01% 887
2024
Q2 		$1.33M Buy
+39,940
New +$1.27M 0.01% 935

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
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 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 $74.1B 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 $59.6B AUM 29.42% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return