Bank of America
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Bank of America’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Bank of America’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 		– Sell
-512
Closed -$12.1K – 8639
2025
Q1 		$12.1K Hold
512
– – ﹤0.01% 7084
2024
Q4 		$12.3K Buy
+512
New +$12.3K ﹤0.01% 6935
2022
Q4 		– Sell
-34
Closed -$1K – 8405
2022
Q3 		$1K Buy
+34
New +$799 ﹤0.01% 7689

Other funds holding SEIX

VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $123M AUM 1.22% 1-Year Est. Return
DA
Drake & Associates Waukesha, Wisconsin $525M AUM 14.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $43.3B AUM 29.3% 1-Year Est. Return

Bank of America's SEIX Position: Q2 2025 in Review

Bank of America sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q2 2025, closing a stake of 512 shares — an estimated $12.1K sold.

Bank of America first reported a position in SEIX in Q3 2022 and held it in 3 quarters. The position peaked at $12.3K in Q4 2024. 72 funds tracked by Wall St. Rank hold SEIX as of Q2 2025.

  • Bank of America reported no remaining Virtus SEIX Senior Loan ETF position as of Q2 2025 after selling out during the quarter.
  • Bank of America sold 512 Virtus SEIX Senior Loan ETF shares in Q2 2025, an estimated $12.1K.
  • Bank of America first reported a position in Virtus SEIX Senior Loan ETF in Q3 2022 and held it in 3 quarters.
  • Bank of America's Virtus SEIX Senior Loan ETF position peaked at $12.3K in Q4 2024.
  • 72 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2025.

Based on Bank of America's 13F filing for Q2 2025, filed 14 Aug 2025.