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B. Riley Wealth Advisors’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

B. Riley Wealth Advisors’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
Q3 		– Sell
-23,410
Closed -$552K – 1169
2025
Q2 		$552K Buy
23,410
+20
+0.1% +$468 0.03% 498
2025
Q1 		$552K Buy
23,390
+1,015
+5% +$24.2K 0.02% 723
2024
Q4 		$535K Buy
+22,375
New +$536K 0.02% 676

Other funds holding SEIX

VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $158M AUM 0.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

B. Riley Wealth Advisors's SEIX Position: Q3 2025 in Review

B. Riley Wealth Advisors sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q3 2025, closing a stake of 23,410 shares — an estimated $552K sold.

B. Riley Wealth Advisors first reported a position in SEIX in Q4 2024 and held it in 3 quarters. The position peaked at $552K in Q1 2025. 74 funds tracked by Wall St. Rank hold SEIX as of Q3 2025.

  • B. Riley Wealth Advisors reported no remaining Virtus SEIX Senior Loan ETF position as of Q3 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 23,410 Virtus SEIX Senior Loan ETF shares in Q3 2025, an estimated $552K.
  • B. Riley Wealth Advisors first reported a position in Virtus SEIX Senior Loan ETF in Q4 2024 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Virtus SEIX Senior Loan ETF position peaked at $552K in Q1 2025.
  • 74 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q3 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.