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Private Advisor Group’s SEI QiM U.S. Large Cap Momentum Active ETF SEIM Stock Holding History

Private Advisor Group’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
2025
Q1 		– Sell
-18,828
Closed -$727K – 2401
2024
Q4 		$727K Buy
18,828
+8,291
+79% +$319K ﹤0.01% 1385
2024
Q3 		$378K Sell
10,537
-489
-4% -$16.5K ﹤0.01% 1787
2024
Q2 		$366K Buy
11,026
+2,269
+26% +$72.1K ﹤0.01% 1742
2024
Q1 		$281K Buy
+8,757
New +$264K ﹤0.01% 1889

Other funds holding SEIM

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $83.7B AUM 27.22% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return

Private Advisor Group's SEIM Position: Q1 2025 in Review

Private Advisor Group sold out of SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) in Q1 2025, closing a stake of 18,828 shares — an estimated $727K sold.

Private Advisor Group first reported a position in SEIM in Q1 2024 and held it in 4 quarters. The position peaked at $727K in Q4 2024. 50 funds tracked by Wall St. Rank hold SEIM as of Q1 2025.

  • Private Advisor Group reported no remaining SEI QiM U.S. Large Cap Momentum Active ETF position as of Q1 2025 after selling out during the quarter.
  • Private Advisor Group sold 18,828 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q1 2025, an estimated $727K.
  • Private Advisor Group first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q1 2024 and held it in 4 quarters.
  • Private Advisor Group's SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $727K in Q4 2024.
  • 50 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q1 2025.

Based on Private Advisor Group's 13F filing for Q1 2025, filed 5 May 2025.