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Belpointe Asset Management’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-33
Closed -$778 – 2875
2023
Q1 		$778 Buy
+33
New +$780 ﹤0.01% 3517

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Belpointe Asset Management's SEIX Position: Q2 2023 in Review

Belpointe Asset Management sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q2 2023, closing a stake of 33 shares — an estimated $778 sold.

Belpointe Asset Management first reported a position in SEIX in Q1 2023 and held it in 1 quarter. The position peaked at $778 in Q1 2023. 25 funds tracked by Wall St. Rank hold SEIX as of Q2 2023.

  • Belpointe Asset Management reported no remaining Virtus SEIX Senior Loan ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 33 Virtus SEIX Senior Loan ETF shares in Q2 2023, an estimated $778.
  • Belpointe Asset Management first reported a position in Virtus SEIX Senior Loan ETF in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's Virtus SEIX Senior Loan ETF position peaked at $778 in Q1 2023.
  • 25 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.