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

Yeomans Consulting 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
Q4 		$16.9M Buy
+367,435
New +$16.7M 4.97% 6

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Yeomans Consulting Group's SEIM Position: Q4 2025 in Review

Yeomans Consulting Group opened a new position in SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) in Q4 2025: 367,435 shares worth $16.9M. The stake represents 4.97% of the portfolio and ranks #6 among its holdings.

61 funds tracked by Wall St. Rank hold SEIM as of Q4 2025.

  • Yeomans Consulting Group held 367,435 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $16.9M as of Q4 2025.
  • SEI QiM U.S. Large Cap Momentum Active ETF was a new Yeomans Consulting Group position in Q4 2025.
  • SEI QiM U.S. Large Cap Momentum Active ETF made up 4.97% of Yeomans Consulting Group's portfolio in Q4 2025, its #6 holding.
  • 61 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.