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

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

IIM

Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Atria Investments's SEIX Position: Q1 2026 in Review

Atria Investments sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q1 2026, closing a stake of 222,318 shares — an estimated $5.19M sold.

Atria Investments first reported a position in SEIX in Q1 2023 and held it in 8 quarters. The position peaked at $5.19M in Q4 2025. 67 funds tracked by Wall St. Rank hold SEIX as of Q1 2026.

Atria Investments reported no remaining Virtus SEIX Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
Atria Investments sold 222,318 Virtus SEIX Senior Loan ETF shares in Q1 2026, an estimated $5.19M.
Atria Investments first reported a position in Virtus SEIX Senior Loan ETF in Q1 2023 and held it in 8 quarters.
Atria Investments's Virtus SEIX Senior Loan ETF position peaked at $5.19M in Q4 2025.
67 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.