Perigon Wealth Management’s SEI QiM U.S. Large Cap Momentum Active ETF SEIM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.8M Buy
49,916
+16,234
+48% +$846K 0.04% 338
2026
Q1
$1.53M Buy
33,682
+1,507
+5% +$71.2K 0.03% 429
2025
Q4
$1.48M Buy
32,175
+2,917
+10% +$133K 0.03% 441
2025
Q3
$1.33M Buy
29,258
+4,860
+20% +$211K 0.03% 438
2025
Q2
$1.03M Buy
24,398
+3
+0% +$114 0.02% 462
2025
Q1
$880K Sell
24,395
-1,617
-6% -$62.8K 0.02% 482
2024
Q4
$1.03M Sell
26,012
-3,342
-11% -$129K 0.03% 439
2024
Q3
$1.06M Sell
29,354
-1,249
-4% -$42.2K 0.03% 418
2024
Q2
$1.02M Sell
30,603
-1,633
-5% -$51.9K 0.03% 376
2024
Q1
$1.04M Buy
+32,236
New +$973K 0.03% 362

Other funds holding SEIM

Perigon Wealth Management's SEIM Position: Q2 2026 in Review

Perigon Wealth Management increased its SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) stake by 48% in Q2 2026, buying an estimated $846K and bringing the position to 49,916 shares worth $2.8M. The position accounts for 0.04% of the portfolio, ranked #338.

Perigon Wealth Management first reported a position in SEIM in Q1 2024 and has held it in 10 quarters since. 72 funds tracked by Wall St. Rank hold SEIM as of Q2 2026.

  • Perigon Wealth Management held 49,916 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $2.8M as of Q2 2026.
  • Perigon Wealth Management bought 16,234 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q2 2026, an estimated $846K.
  • SEI QiM U.S. Large Cap Momentum Active ETF made up 0.04% of Perigon Wealth Management's portfolio in Q2 2026, its #338 holding.
  • Perigon Wealth Management first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q1 2024 and has held it in 10 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 Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.