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Capital A Wealth Management’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Capital A Wealth 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
2025
Q2 		$2.97K Buy
124
+115
+1,278% +$2.69K 0.03% 282
2025
Q1 		$212 Hold
9
– – ﹤0.01% 675
2024
Q4 		$215 Buy
+9
New +$216 ﹤0.01% 723

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 $648M AUM 19.43% 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 $8.94B AUM 20.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Capital A Wealth Management's SEIX Position: Q2 2025 in Review

Capital A Wealth Management increased its Virtus SEIX Senior Loan ETF (SEIX) stake by 1,278% in Q2 2025, buying an estimated $2.69K and bringing the position to 124 shares worth $2.97K. The position accounts for 0.03% of the portfolio, ranked #282.

Capital A Wealth Management first reported a position in SEIX in Q4 2024 and has held it in 3 quarters since. 72 funds tracked by Wall St. Rank hold SEIX as of Q2 2025.

  • Capital A Wealth Management held 124 shares of Virtus SEIX Senior Loan ETF worth $2.97K as of Q2 2025.
  • Capital A Wealth Management bought 115 Virtus SEIX Senior Loan ETF shares in Q2 2025, an estimated $2.69K.
  • Virtus SEIX Senior Loan ETF made up 0.03% of Capital A Wealth Management's portfolio in Q2 2025, its #282 holding.
  • Capital A Wealth Management first reported a position in Virtus SEIX Senior Loan ETF in Q4 2024 and has held it in 3 quarters since.
  • 72 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.