FFASIA
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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Portfolio SEIX Stock Details SEIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-60,736
Closed -$1.43M – 84
2025
Q1 		$1.43M Buy
+60,736
New +$1.45M 1.01% 19

Other funds holding SEIX

VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $123M AUM 1.22% 1-Year Est. Return
DA
Drake & Associates Waukesha, Wisconsin $594M AUM 16.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's SEIX Position: Q2 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q2 2025, closing a stake of 60,736 shares — an estimated $1.43M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in SEIX in Q1 2025 and held it in 1 quarter. The position peaked at $1.43M in Q1 2025. 72 funds tracked by Wall St. Rank hold SEIX as of Q2 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining Virtus SEIX Senior Loan ETF position as of Q2 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 60,736 Virtus SEIX Senior Loan ETF shares in Q2 2025, an estimated $1.43M.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in Virtus SEIX Senior Loan ETF in Q1 2025 and held it in 1 quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's Virtus SEIX Senior Loan ETF position peaked at $1.43M in Q1 2025.
  • 72 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q2 2025, filed 10 Aug 2026.