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

Silver Oak 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 		– Sell
-2,190
Closed -$99.8K – 892
2026
Q1 		$99.8K Sell
2,190
-999
-31% -$47.2K 0.01% 764
2025
Q4 		$148K Buy
+3,189
New +$145K 0.01% 774

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 Oak Securities's SEIM Position: Q2 2026 in Review

Silver Oak Securities sold out of SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) in Q2 2026, closing a stake of 2,190 shares — an estimated $99.8K sold.

Silver Oak Securities first reported a position in SEIM in Q4 2025 and held it in 2 quarters. The position peaked at $148K in Q4 2025. 72 funds tracked by Wall St. Rank hold SEIM as of Q2 2026.

  • Silver Oak Securities reported no remaining SEI QiM U.S. Large Cap Momentum Active ETF position as of Q2 2026 after selling out during the quarter.
  • Silver Oak Securities sold 2,190 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q2 2026, an estimated $99.8K.
  • Silver Oak Securities first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q4 2025 and held it in 2 quarters.
  • Silver Oak Securities's SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $148K in Q4 2025.
  • 72 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.