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OneAscent Financial Services’s SEI QiM U.S. Large Cap Momentum Active ETF SEIM Stock Holding History

OneAscent Financial Services’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 		$280K Sell
6,146
-6
-0.1% -$283 0.02% 476
2025
Q4 		$284K Sell
6,152
-158
-3% -$7.2K 0.03% 367
2025
Q3 		$286K Sell
6,310
-71,580
-92% -$3.11M 0.04% 324
2025
Q2 		$3.28M Buy
77,890
+50,681
+186% +$1.92M 0.23% 73
2025
Q1 		$981K Buy
+27,209
New +$1.06M 0.06% 199

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 $16.4B AUM 25.17% 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
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

OneAscent Financial Services's SEIM Position: Q1 2026 in Review

OneAscent Financial Services reduced its SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) stake by 0.1% in Q1 2026, selling an estimated $283 and leaving 6,146 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #476.

OneAscent Financial Services first reported a position in SEIM in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.28M in Q2 2025. 57 funds tracked by Wall St. Rank hold SEIM as of Q1 2026.

  • OneAscent Financial Services held 6,146 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $280K as of Q1 2026.
  • OneAscent Financial Services sold 6 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q1 2026, an estimated $283.
  • SEI QiM U.S. Large Cap Momentum Active ETF made up 0.02% of OneAscent Financial Services's portfolio in Q1 2026, its #476 holding.
  • OneAscent Financial Services first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q1 2025 and has held it in 5 quarters since.
  • OneAscent Financial Services's SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $3.28M in Q2 2025.
  • 57 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.