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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
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
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

Petra Financial Advisors's SEIM Position: Q1 2026 in Review

Petra Financial Advisors sold out of SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) in Q1 2026, closing a stake of 31,599 shares — an estimated $1.46M sold.

Petra Financial Advisors first reported a position in SEIM in Q4 2022 and held it in 12 quarters. The position peaked at $1.46M in Q4 2025. 57 funds tracked by Wall St. Rank hold SEIM as of Q1 2026.

  • Petra Financial Advisors reported no remaining SEI QiM U.S. Large Cap Momentum Active ETF position as of Q1 2026 after selling out during the quarter.
  • Petra Financial Advisors sold 31,599 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q1 2026, an estimated $1.46M.
  • Petra Financial Advisors first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q4 2022 and held it in 12 quarters.
  • Petra Financial Advisors's SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $1.46M in Q4 2025.
  • 57 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q1 2026.

Based on Petra Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.