6 Meridian’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

6 Meridian’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
2021 Q4	$7.28M	Sell	290,989 -19,430	-6%	-$489K	0.53%	29
2021 Q3	$7.81M	Buy	310,419 +241	+0.1%	+$6.05K	0.62%	23
2021 Q2	$7.75M	Buy	+310,178	New	+$7.72M	0.61%	28

Other funds holding SEIX

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SAM

Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

6 Meridian's SEIX Position: Q4 2021 in Review

6 Meridian reduced its Virtus SEIX Senior Loan ETF (SEIX) stake by 6.3% in Q4 2021, selling an estimated $489K and leaving 290,989 shares worth $7.28M. The position accounts for 0.53% of the portfolio, ranked #29.

6 Meridian first reported a position in SEIX in Q2 2021 and has held it in 3 quarters since. The position peaked at $7.81M in Q3 2021. 12 funds tracked by Wall St. Rank hold SEIX as of Q4 2021.

6 Meridian held 290,989 shares of Virtus SEIX Senior Loan ETF worth $7.28M as of Q4 2021.
6 Meridian sold 19,430 Virtus SEIX Senior Loan ETF shares in Q4 2021, an estimated $489K.
Virtus SEIX Senior Loan ETF made up 0.53% of 6 Meridian's portfolio in Q4 2021, its #29 holding.
6 Meridian first reported a position in Virtus SEIX Senior Loan ETF in Q2 2021 and has held it in 3 quarters since.
6 Meridian's Virtus SEIX Senior Loan ETF position peaked at $7.81M in Q3 2021.
12 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.