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Ross\Johnson & Associates’s SEI QiM U.S. Large Cap Momentum Active ETF SEIM Stock Holding History

Ross\Johnson & Associates’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
Q2 		– Sell
-490
Closed -$17.7K – 326
2025
Q1 		$17.7K Buy
+490
New +$19K 0.3% 39

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
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 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
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Ross\Johnson & Associates's SEIM Position: Q2 2025 in Review

Ross\Johnson & Associates sold out of SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) in Q2 2025, closing a stake of 490 shares — an estimated $17.7K sold.

Ross\Johnson & Associates first reported a position in SEIM in Q1 2025 and held it in 1 quarter. The position peaked at $17.7K in Q1 2025. 52 funds tracked by Wall St. Rank hold SEIM as of Q2 2025.

  • Ross\Johnson & Associates reported no remaining SEI QiM U.S. Large Cap Momentum Active ETF position as of Q2 2025 after selling out during the quarter.
  • Ross\Johnson & Associates sold 490 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q2 2025, an estimated $17.7K.
  • Ross\Johnson & Associates first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q1 2025 and held it in 1 quarter.
  • Ross\Johnson & Associates's SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $17.7K in Q1 2025.
  • 52 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q2 2025.

Based on Ross\Johnson & Associates's 13F filing for Q2 2025, filed 15 Aug 2025.