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Advisornet Financial’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Advisornet Financial’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
2026
Q3 		$7.36M Buy
318,037
+18,310
+6% +$426K 0.33% 67
2026
Q2 		$6.93M Buy
299,727
+48,667
+19% +$1.13M 0.32% 71
2026
Q1 		$5.79M Buy
251,060
+9,201
+4% +$213K 0.3% 77
2025
Q4 		$5.65M Buy
241,859
+42,419
+21% +$995K 0.3% 72
2025
Q3 		$4.7M Buy
199,440
+60,536
+44% +$1.43M 0.27% 72
2025
Q2 		$3.27M Buy
138,904
+37,956
+38% +$889K 0.21% 103
2025
Q1 		$2.38M Buy
+100,948
New +$2.41M 0.18% 130

Other funds holding SEIX

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

Advisornet Financial's SEIX Position: Q3 2026 in Review

Advisornet Financial increased its Virtus SEIX Senior Loan ETF (SEIX) stake by 6.1% in Q3 2026, buying an estimated $426K and bringing the position to 318,037 shares worth $7.36M. The position accounts for 0.33% of the portfolio, ranked #67.

Advisornet Financial first reported a position in SEIX in Q1 2025 and has held it in 7 quarters since. 9 funds tracked by Wall St. Rank hold SEIX as of Q3 2026.

  • Advisornet Financial held 318,037 shares of Virtus SEIX Senior Loan ETF worth $7.36M as of Q3 2026.
  • Advisornet Financial bought 18,310 Virtus SEIX Senior Loan ETF shares in Q3 2026, an estimated $426K.
  • Virtus SEIX Senior Loan ETF made up 0.33% of Advisornet Financial's portfolio in Q3 2026, its #67 holding.
  • Advisornet Financial first reported a position in Virtus SEIX Senior Loan ETF in Q1 2025 and has held it in 7 quarters since.
  • 9 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q3 2026.

Based on Advisornet Financial's 13F filing for Q3 2026, filed 15 Oct 2026.