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Silver Grove Financial Group’s SEI QiM U.S. Large Cap Momentum Active ETF SEIM Stock Holding History

Silver Grove Financial 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
2026
Q2 		$120K Sell
2,138
-193
-8% -$10.1K 0.07% 215
2026
Q1 		$106K Sell
2,331
-10
-0.4% -$472 0.09% 130
2025
Q4 		$108K Buy
+2,341
New +$107K 0.09% 113

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

Silver Grove Financial Group's SEIM Position: Q2 2026 in Review

Silver Grove Financial Group reduced its SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) stake by 8.3% in Q2 2026, selling an estimated $10.1K and leaving 2,138 shares worth $120K. The position accounts for 0.07% of the portfolio, ranked #215.

Silver Grove Financial Group first reported a position in SEIM in Q4 2025 and has held it in 3 quarters since. 72 funds tracked by Wall St. Rank hold SEIM as of Q2 2026.

  • Silver Grove Financial Group held 2,138 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $120K as of Q2 2026.
  • Silver Grove Financial Group sold 193 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q2 2026, an estimated $10.1K.
  • SEI QiM U.S. Large Cap Momentum Active ETF made up 0.07% of Silver Grove Financial Group's portfolio in Q2 2026, its #215 holding.
  • Silver Grove Financial Group first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q4 2025 and has held it in 3 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 Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.