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Advyzon Investment Management’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Advyzon Investment Management’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
Q2 		$509K Buy
+21,996
New +$511K 0.04% 469

Other funds holding SEIX

DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $158M AUM 0.51% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NWA
Navis Wealth Advisors Rye Brook, New York $264M AUM 35.41% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return

Advyzon Investment Management's SEIX Position: Q2 2026 in Review

Advyzon Investment Management opened a new position in Virtus SEIX Senior Loan ETF (SEIX) in Q2 2026: 21,996 shares worth $509K. The stake represents 0.04% of the portfolio and ranks #469 among its holdings.

71 funds tracked by Wall St. Rank hold SEIX as of Q2 2026.

  • Advyzon Investment Management held 21,996 shares of Virtus SEIX Senior Loan ETF worth $509K as of Q2 2026.
  • Virtus SEIX Senior Loan ETF was a new Advyzon Investment Management position in Q2 2026.
  • Virtus SEIX Senior Loan ETF made up 0.04% of Advyzon Investment Management's portfolio in Q2 2026, its #469 holding.
  • 71 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.