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Advocacy Wealth Management Services’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Advocacy Wealth Management Services’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
2022
Q1 		– Sell
-37
Closed -$1K – 220
2021
Q4 		$1K Buy
+37
New +$932 ﹤0.01% 177

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RC
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SSWM
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RA
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Advocacy Wealth Management Services's SEIX Position: Q1 2022 in Review

Advocacy Wealth Management Services sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q1 2022, closing a stake of 37 shares — an estimated $1K sold.

Advocacy Wealth Management Services first reported a position in SEIX in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 15 funds tracked by Wall St. Rank hold SEIX as of Q1 2022.

  • Advocacy Wealth Management Services reported no remaining Virtus SEIX Senior Loan ETF position as of Q1 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 37 Virtus SEIX Senior Loan ETF shares in Q1 2022, an estimated $1K.
  • Advocacy Wealth Management Services first reported a position in Virtus SEIX Senior Loan ETF in Q4 2021 and held it in 1 quarter.
  • Advocacy Wealth Management Services's Virtus SEIX Senior Loan ETF position peaked at $1K in Q4 2021.
  • 15 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q1 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2022, filed 4 Apr 2022.