PS
SEIM icon

Principal Securities’s SEI QiM U.S. Large Cap Momentum Active ETF SEIM Stock Holding History

Principal Securities’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 		$853K Buy
15,187
+536
+4% +$27.9K 0.01% 840
2026
Q1 		$667K Sell
14,651
-67
-0.5% -$3.16K 0.01% 870
2025
Q4 		$679K Sell
14,718
-389
-3% -$17.7K 0.01% 816
2025
Q3 		$686K Buy
15,107
+3,031
+25% +$132K 0.01% 791
2025
Q2 		$509K Buy
12,076
+1,682
+16% +$63.9K 0.01% 847
2025
Q1 		$401K Hold
10,394
– – 0.01% 863
2024
Q4 		$401K Buy
10,394
+1,105
+12% +$42.5K 0.01% 859
2024
Q3 		$336K Buy
9,289
+402
+5% +$13.6K 0.01% 893
2024
Q2 		$295K Buy
8,887
+1,589
+22% +$50.5K 0.01% 891
2024
Q1 		$235K Buy
+7,298
New +$220K 0.01% 953

Other funds holding SEIM

SEI Investments
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
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
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Principal Securities's SEIM Position: Q2 2026 in Review

Principal Securities increased its SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) stake by 3.7% in Q2 2026, buying an estimated $27.9K and bringing the position to 15,187 shares worth $853K. The position accounts for 0.01% of the portfolio, ranked #840.

Principal Securities 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.

  • Principal Securities held 15,187 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $853K as of Q2 2026.
  • Principal Securities bought 536 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q2 2026, an estimated $27.9K.
  • SEI QiM U.S. Large Cap Momentum Active ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #840 holding.
  • Principal Securities 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 Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.