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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
Q2 		$10.3M Buy
443,753
+51,697
+13% +$1.2M 0.05% 304
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 $709M AUM 19.96% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AE Wealth Management's SEIX Position: Q2 2026 in Review

AE Wealth Management increased its Virtus SEIX Senior Loan ETF (SEIX) stake by 13% in Q2 2026, buying an estimated $1.2M and bringing the position to 443,753 shares worth $10.3M. The position accounts for 0.05% of the portfolio, ranked #304.

AE Wealth Management first reported a position in SEIX in Q3 2022 and has held it in 16 quarters since. 71 funds tracked by Wall St. Rank hold SEIX as of Q2 2026.

  • AE Wealth Management held 443,753 shares of Virtus SEIX Senior Loan ETF worth $10.3M as of Q2 2026.
  • AE Wealth Management bought 51,697 Virtus SEIX Senior Loan ETF shares in Q2 2026, an estimated $1.2M.
  • Virtus SEIX Senior Loan ETF made up 0.05% of AE Wealth Management's portfolio in Q2 2026, its #304 holding.
  • AE Wealth Management first reported a position in Virtus SEIX Senior Loan ETF in Q3 2022 and has held it in 16 quarters since.
  • 71 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.