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

Petra Financial 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	$2.17M	Buy	+38,729	New	+$2.02M	1.01%	23
2026 Q1	–	Sell	-31,599	Closed	-$1.46M	–	142
2025 Q4	$1.46M	Buy	31,599 +889	+3%	+$40.5K	0.86%	32
2025 Q3	$1.39M	Buy	30,710 +2,527	+9%	+$110K	0.81%	33
2025 Q2	$1.19M	Buy	28,183 +436	+2%	+$16.6K	0.75%	35
2025 Q1	$1M	Sell	27,747 -1,274	-4%	-$49.4K	0.82%	30
2024 Q4	$1.12M	Sell	29,021 -2,297	-7%	-$88.4K	0.76%	36
2024 Q3	$1.13M	Buy	31,318 +437	+1%	+$14.8K	0.75%	39
2024 Q2	$1.03M	Buy	30,881 +12,487	+68%	+$397K	0.74%	44
2024 Q1	$513K	Hold	18,394	–	–	0.38%	76
2023 Q4	$513K	Buy	18,394 +981	+6%	+$25.8K	0.43%	70
2023 Q3	$439K	Buy	+17,413	New	+$455K	0.37%	79
2023 Q2	–	Sell	-12,603	Closed	-$321K	–	121
2023 Q1	$321K	Buy	12,603 +1,247	+11%	+$30.9K	0.32%	58
2022 Q4	$275K	Buy	+11,356	New	+$282K	0.3%	77

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

Petra Financial Advisors's SEIM Position: Q2 2026 in Review

Petra Financial Advisors opened a new position in SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) in Q2 2026: 38,729 shares worth $2.17M. The stake represents 1.01% of the portfolio and ranks #23 among its holdings. This is a return to the name: Petra Financial Advisors previously reported a position in SEIM as recently as Q4 2025.

Petra Financial Advisors first reported a position in SEIM in Q4 2022 and has held it in 13 quarters since. 72 funds tracked by Wall St. Rank hold SEIM as of Q2 2026.

Petra Financial Advisors held 38,729 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $2.17M as of Q2 2026.
SEI QiM U.S. Large Cap Momentum Active ETF was a new Petra Financial Advisors position in Q2 2026.
SEI QiM U.S. Large Cap Momentum Active ETF made up 1.01% of Petra Financial Advisors's portfolio in Q2 2026, its #23 holding.
Petra Financial Advisors first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q4 2022 and has held it in 13 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 Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.