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Atria Wealth Solutions’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$220K Sell
9,336
-512
-5% -$12K 0.01% 1336
2025
Q1 		$233K Buy
9,848
+205
+2% +$4.89K ﹤0.01% 1631
2024
Q4 		$231K Sell
9,643
-12
-0.1% -$287 ﹤0.01% 1727
2024
Q3 		$230K Buy
+9,655
New +$230K ﹤0.01% 1687

Other funds holding SEIX

VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $158M AUM 0.51% 1-Year Est. Return
DA
Drake & Associates Waukesha, Wisconsin $594M AUM 16.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Atria Wealth Solutions's SEIX Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Virtus SEIX Senior Loan ETF (SEIX) stake by 5.2% in Q2 2025, selling an estimated $12K and leaving 9,336 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #1336.

Atria Wealth Solutions first reported a position in SEIX in Q3 2024 and has held it in 4 quarters since. The position peaked at $233K in Q1 2025. 72 funds tracked by Wall St. Rank hold SEIX as of Q2 2025.

  • Atria Wealth Solutions held 9,336 shares of Virtus SEIX Senior Loan ETF worth $220K as of Q2 2025.
  • Atria Wealth Solutions sold 512 Virtus SEIX Senior Loan ETF shares in Q2 2025, an estimated $12K.
  • Virtus SEIX Senior Loan ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1336 holding.
  • Atria Wealth Solutions first reported a position in Virtus SEIX Senior Loan ETF in Q3 2024 and has held it in 4 quarters since.
  • Atria Wealth Solutions's Virtus SEIX Senior Loan ETF position peaked at $233K in Q1 2025.
  • 72 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.