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Stratos Wealth Partners’s SEI QiM U.S. Large Cap Momentum Active ETF SEIM Stock Holding History

Stratos Wealth Partners’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 		$581K Sell
12,748
-3,280
-20% -$155K 0.01% 1009
2025
Q4 		$739K Sell
16,028
-1,558
-9% -$71K 0.01% 884
2025
Q3 		$798K Buy
+17,586
New +$763K 0.01% 838
2025
Q2 		– Sell
-27,515
Closed -$992K – 1474
2025
Q1 		$992K Sell
27,515
-955
-3% -$37.1K 0.02% 667
2024
Q4 		$1.1M Buy
+28,470
New +$1.1M 0.02% 664
2024
Q3 		– Sell
-29,200
Closed -$969K – 1506
2024
Q2 		$969K Buy
29,200
+303
+1% +$9.62K 0.02% 657
2024
Q1 		$929K Buy
+28,897
New +$872K 0.02% 676

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

Stratos Wealth Partners's SEIM Position: Q1 2026 in Review

Stratos Wealth Partners reduced its SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) stake by 20% in Q1 2026, selling an estimated $155K and leaving 12,748 shares worth $581K. The position accounts for 0.01% of the portfolio, ranked #1009.

Stratos Wealth Partners first reported a position in SEIM in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.1M in Q4 2024. 57 funds tracked by Wall St. Rank hold SEIM as of Q1 2026.

  • Stratos Wealth Partners held 12,748 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $581K as of Q1 2026.
  • Stratos Wealth Partners sold 3,280 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q1 2026, an estimated $155K.
  • SEI QiM U.S. Large Cap Momentum Active ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1009 holding.
  • Stratos Wealth Partners first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q1 2024 and has held it in 7 quarters since.
  • Stratos Wealth Partners's SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $1.1M in Q4 2024.
  • 57 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.