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

Wealth 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
2025
Q2 		– Sell
-8,412
Closed -$303K – 141
2025
Q1 		$303K Buy
8,412
+220
+3% +$8.54K 0.2% 109
2024
Q4 		$316K Sell
8,192
-902
-10% -$34.7K 0.2% 109
2024
Q3 		$328K Buy
9,094
+493
+6% +$16.7K 0.22% 106
2024
Q2 		$286K Buy
8,601
+2,200
+34% +$69.9K 0.21% 118
2024
Q1 		$206K Buy
+6,401
New +$193K 0.16% 145

Other funds holding SEIM

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Group's SEIM Position: Q2 2025 in Review

Wealth Group sold out of SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) in Q2 2025, closing a stake of 8,412 shares — an estimated $303K sold.

Wealth Group first reported a position in SEIM in Q1 2024 and held it in 5 quarters. The position peaked at $328K in Q3 2024. 52 funds tracked by Wall St. Rank hold SEIM as of Q2 2025.

  • Wealth Group reported no remaining SEI QiM U.S. Large Cap Momentum Active ETF position as of Q2 2025 after selling out during the quarter.
  • Wealth Group sold 8,412 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q2 2025, an estimated $303K.
  • Wealth Group first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q1 2024 and held it in 5 quarters.
  • Wealth Group's SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $328K in Q3 2024.
  • 52 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q2 2025.

Based on Wealth Group's 13F filing for Q2 2025, filed 19 Aug 2025.