AWM
SEIX icon

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

AE Wealth 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
Q1 		$9.04M Sell
392,056
-40,884
-9% -$949K 0.05% 306
2025
Q4 		$10.1M Buy
432,940
+58,158
+16% +$1.36M 0.06% 283
2025
Q3 		$8.84M Buy
374,782
+42,893
+13% +$1.01M 0.06% 288
2025
Q2 		$7.82M Buy
331,889
+23,079
+7% +$541K 0.06% 290
2025
Q1 		$7.29M Buy
308,810
+25,723
+9% +$614K 0.06% 282
2024
Q4 		$6.77M Buy
283,087
+36,208
+15% +$867K 0.06% 287
2024
Q3 		$5.88M Buy
246,879
+32,486
+15% +$774K 0.05% 302
2024
Q2 		$5.11M Sell
214,393
-55,893
-21% -$1.34M 0.05% 318
2024
Q1 		$6.48M Buy
270,286
+73,222
+37% +$1.76M 0.07% 265
2023
Q4 		$4.73M Buy
197,064
+38,669
+24% +$923K 0.02% 607
2023
Q3 		$3.78M Buy
158,395
+24,192
+18% +$577K 0.02% 627
2023
Q2 		$3.16M Buy
134,203
+8,049
+6% +$189K 0.02% 695
2023
Q1 		$2.97M Sell
126,154
-176,270
-58% -$4.17M 0.02% 668
2022
Q4 		$7.03M Buy
302,424
+2,620
+0.9% +$61.2K 0.05% 398
2022
Q3 		$6.93M Buy
+299,804
New +$7.05M 0.06% 356

Other funds holding SEIX

DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $123M AUM 1.22% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $130M AUM 30.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return