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 Q2	$2.68M	Sell	47,709 -4,191	-8%	-$218K	0.01%	1068
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 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

NewEdge Advisors's SEIM Position: Q2 2026 in Review

NewEdge Advisors reduced its SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) stake by 8.1% in Q2 2026, selling an estimated $218K and leaving 47,709 shares worth $2.68M. The position accounts for 0.01% of the portfolio, ranked #1068.

NewEdge Advisors first reported a position in SEIM in Q2 2024 and has held it in 9 quarters since. 72 funds tracked by Wall St. Rank hold SEIM as of Q2 2026.

NewEdge Advisors held 47,709 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $2.68M as of Q2 2026.
NewEdge Advisors sold 4,191 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q2 2026, an estimated $218K.
SEI QiM U.S. Large Cap Momentum Active ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1068 holding.
NewEdge Advisors first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q2 2024 and has held it in 9 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 NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.