UAG
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United Advisor Group’s SEI QiM U.S. Large Cap Momentum Active ETF SEIM Stock Holding History

United Advisor Group’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 		$1.75M Buy
38,365
+1,716
+5% +$81K 0.22% 119
2025
Q4 		$1.69M Buy
36,649
+2,927
+9% +$133K 0.21% 115
2025
Q3 		$1.53M Buy
33,722
+4,836
+17% +$210K 0.21% 112
2025
Q2 		$1.22M Buy
28,886
+18,655
+182% +$708K 0.21% 114
2025
Q1 		$369K Buy
10,231
+211
+2% +$8.19K 0.08% 238
2024
Q4 		$387K Sell
10,020
-1,121
-10% -$43.1K 0.08% 239
2024
Q3 		$402K Sell
11,141
-10,583
-49% -$358K 0.09% 222
2024
Q2 		$721K Sell
21,724
-8,042
-27% -$255K 0.22% 99
2024
Q1 		$957K Buy
+29,766
New +$898K 0.36% 78

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

United Advisor Group's SEIM Position: Q1 2026 in Review

United Advisor Group increased its SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) stake by 4.7% in Q1 2026, buying an estimated $81K and bringing the position to 38,365 shares worth $1.75M. The position accounts for 0.22% of the portfolio, ranked #119.

United Advisor Group first reported a position in SEIM in Q1 2024 and has held it in 9 quarters since. 57 funds tracked by Wall St. Rank hold SEIM as of Q1 2026.

  • United Advisor Group held 38,365 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $1.75M as of Q1 2026.
  • United Advisor Group bought 1,716 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q1 2026, an estimated $81K.
  • SEI QiM U.S. Large Cap Momentum Active ETF made up 0.22% of United Advisor Group's portfolio in Q1 2026, its #119 holding.
  • United Advisor Group first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q1 2024 and has held it in 9 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 United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.