Atria Investments’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Atria Investments’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	–	Sell	-222,318	Closed	-$5.19M	–	2137
2025 Q4	$5.19M	Buy	222,318 +19,564	+10%	+$459K	0.06%	367
2025 Q3	$4.78M	Buy	202,754 +21,110	+12%	+$499K	0.05%	403
2025 Q2	$4.28M	Buy	181,644 +27,959	+18%	+$655K	0.05%	428
2025 Q1	$3.63M	Sell	153,685 -42,110	-22%	-$1M	0.05%	470
2024 Q4	$4.69M	Buy	195,795 +153,103	+359%	+$3.67M	0.06%	375
2024 Q3	$1.02M	Buy	42,692 +2,642	+7%	+$63K	0.01%	963
2024 Q2	$954K	Buy	+40,050	New	+$959K	0.01%	959
2023 Q2	–	Sell	-69,028	Closed	-$1.63M	–	879
2023 Q1	$1.63M	Buy	+69,028	New	+$1.63M	0.03%	613

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