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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
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 0.04% 227
2025
Q2 		$6.42M Buy
+152,392
New +$5.79M 1.61% 12

Other funds holding SEIM

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SEIM Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) stake by 26% in Q1 2026, buying an estimated $23.3M and bringing the position to 2,410,895 shares worth $110M. The position accounts for 11.56% of the portfolio, ranked #2.

Summit Wealth Group (Colorado) first reported a position in SEIM in Q2 2025 and has held it in 4 quarters since. 57 funds tracked by Wall St. Rank hold SEIM as of Q1 2026.

  • Summit Wealth Group (Colorado) held 2,410,895 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $110M as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 493,849 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q1 2026, an estimated $23.3M.
  • SEI QiM U.S. Large Cap Momentum Active ETF made up 11.56% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #2 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 4 quarters since.
  • 57 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.