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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
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 $108B AUM 26.14% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 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 $268M AUM 39.92% 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 $74.2B AUM 21.09% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
KF
K2 Financial Glendora, California $138M AUM 11.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Silver Oak Securities's SEIM Position: Q1 2026 in Review

Silver Oak Securities reduced its SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) stake by 31% in Q1 2026, selling an estimated $47.2K and leaving 2,190 shares worth $99.8K. The position accounts for 0.01% of the portfolio, ranked #764.

Silver Oak Securities first reported a position in SEIM in Q4 2025 and has held it in 2 quarters since. The position peaked at $148K in Q4 2025. 57 funds tracked by Wall St. Rank hold SEIM as of Q1 2026.

  • Silver Oak Securities held 2,190 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $99.8K as of Q1 2026.
  • Silver Oak Securities sold 999 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q1 2026, an estimated $47.2K.
  • SEI QiM U.S. Large Cap Momentum Active ETF made up 0.01% of Silver Oak Securities's portfolio in Q1 2026, its #764 holding.
  • Silver Oak Securities first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q4 2025 and has held it in 2 quarters since.
  • Silver Oak Securities's SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $148K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.