SEIM — SEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF

Ownership history in EverSource Wealth Advisors, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in SEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF (SEIM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1 -521 -99.8% 0.00% $45 $45.28
2025 Q2 ADDED 522 +1 +0.2% 0.00% $22K $41.98
2025 Q1 REDUCED 521 -13 -2.4% 0.00% $19K $35.84
2024 Q4 ADDED 534 +1 +0.2% 0.00% $21K $38.38
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% of Fund (quarterly)    SEIM price (monthly, adj. close)

Other funds also holding SEIM

As of 2025 Q4 — sorted by position size

Stark Wealth Management LLC 10.27% Yeomans Consulting Group, Inc. 4.97% S&T BANK/PA 3Y 7Y 4.74% PETRA FINANCIAL ADVISORS INC 0.86% SEI INVESTMENTS CO 3Y 7Y 0.6% Lynx Investment Advisory 0.47% CAHILL FINANCIAL ADVISORS INC 3Y 7Y 0.24% Stewardship Advisors, LLC 3Y 0.22% United Advisor Group, LLC 0.21% Csenge Advisory Group 3Y 7Y 0.13%
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