Summit Wealth Group (Colorado)’s SEI QiM U.S. Large Cap Momentum Active ETF SEIM Stock Holding History

Summit Wealth Group (Colorado)’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 Q3	$169M	Buy	3,150,836 +497,603	+19%	+$26.8M	10.72%	1
2026 Q2	$149M	Buy	2,653,233 +242,338	+10%	+$12.6M	12.33%	1
2026 Q1	$110M	Buy	2,410,895 +493,849	+26%	+$23.3M	11.56%	2
2025 Q4	$88.4M	Buy	1,917,046 +1,916,324	+265,419%	+$87.3M	11.73%	2
2025 Q3	$249K	Sell	722 -151,670	-100%	-$6.58M	0.03%	408
2025 Q2	$6.42M	Buy	+152,392	New	+$5.79M	1.61%	12

Other funds holding SEIM

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

K2 Financial Glendora, California $144M AUM 7.39% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Global Retirement Partners San Rafael, California $7.1B AUM

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SEIM Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) stake by 19% in Q3 2026, buying an estimated $26.8M and bringing the position to 3,150,836 shares worth $169M. The position accounts for 10.72% of the portfolio, ranked #1.

Summit Wealth Group (Colorado) first reported a position in SEIM in Q2 2025 and has held it in 6 quarters since. 44 funds tracked by Wall St. Rank hold SEIM as of Q3 2026.

Summit Wealth Group (Colorado) held 3,150,836 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $169M as of Q3 2026.
Summit Wealth Group (Colorado) bought 497,603 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q3 2026, an estimated $26.8M.
SEI QiM U.S. Large Cap Momentum Active ETF made up 10.72% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #1 holding.
Summit Wealth Group (Colorado) first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q2 2025 and has held it in 6 quarters since.
44 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.