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 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 34.64% 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SEIM Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) stake by 10% in Q2 2026, buying an estimated $12.6M and bringing the position to 2,653,233 shares worth $149M. The position accounts for 12.33% of the portfolio, ranked #1.

Summit Wealth Group (Colorado) first reported a position in SEIM in Q2 2025 and has held it in 5 quarters since. 72 funds tracked by Wall St. Rank hold SEIM as of Q2 2026.

Summit Wealth Group (Colorado) held 2,653,233 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $149M as of Q2 2026.
Summit Wealth Group (Colorado) bought 242,338 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q2 2026, an estimated $12.6M.
SEI QiM U.S. Large Cap Momentum Active ETF made up 12.33% of Summit Wealth Group (Colorado)'s portfolio in Q2 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 5 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 Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.