CP
SEIX icon

Camelot Portfolios’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Camelot Portfolios’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
Q4 		– Hold
0
– – – 604
2025
Q3 		– Sell
-16,179
Closed -$381K – 220
2025
Q2 		$381K Sell
16,179
-1,190
-7% -$27.9K 0.23% 125
2025
Q1 		$410K Buy
17,369
+6,984
+67% +$167K 0.25% 123
2024
Q4 		$249K Buy
10,385
+203
+2% +$4.86K 0.27% 108
2024
Q3 		$242K Buy
10,182
+3,188
+46% +$76K 0.24% 106
2024
Q2 		$167K Buy
+6,994
New +$167K 0.09% 198

Other funds holding SEIX

VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $123M AUM 1.22% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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 $648M AUM 19.43% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return