Anfield Capital Management’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Anfield Capital 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	$172K	Buy	7,437 +304	+4%	+$7.05K	0.05%	138
2025 Q4	$167K	Buy	7,133 +1,945	+37%	+$45.6K	0.05%	104
2025 Q3	$122K	Buy	5,188 +212	+4%	+$5.01K	0.04%	107
2025 Q2	$117K	Buy	4,976 +114	+2%	+$2.67K	0.04%	106
2025 Q1	$115K	Buy	4,862 +1,367	+39%	+$32.6K	0.04%	97
2024 Q4	$83.6K	Hold	3,495	–	–	0.03%	109
2024 Q3	$83.2K	Buy	3,495 +875	+33%	+$20.9K	0.03%	113
2024 Q2	$62.4K	Buy	+2,620	New	+$62.7K	0.03%	107

Other funds holding SEIX

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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Virtus Fixed Income Advisers Hartford, Connecticut $123M AUM 1.22% 1-Year Est. Return

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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