CWRP
SEIX icon

Cassady Wealth & Retirement Planning’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Cassady Wealth & Retirement Planning’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
2026
Q2 		$2.84M Buy
122,878
+20,180
+20% +$469K 1.32% 31
2026
Q1 		$2.39M Buy
102,698
+44,100
+75% +$1.02M 1.24% 32
2025
Q4 		$1.37M Buy
+58,598
New +$1.37M 0.89% 39

Other funds holding SEIX

DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $158M AUM 0.51% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NWA
Navis Wealth Advisors Rye Brook, New York $264M AUM 35.41% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return

Cassady Wealth & Retirement Planning's SEIX Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its Virtus SEIX Senior Loan ETF (SEIX) stake by 20% in Q2 2026, buying an estimated $469K and bringing the position to 122,878 shares worth $2.84M. The position accounts for 1.32% of the portfolio, ranked #31.

Cassady Wealth & Retirement Planning first reported a position in SEIX in Q4 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold SEIX as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 122,878 shares of Virtus SEIX Senior Loan ETF worth $2.84M as of Q2 2026.
  • Cassady Wealth & Retirement Planning bought 20,180 Virtus SEIX Senior Loan ETF shares in Q2 2026, an estimated $469K.
  • Virtus SEIX Senior Loan ETF made up 1.32% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #31 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Virtus SEIX Senior Loan ETF in Q4 2025 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.