Cetera Investment Advisers

Cetera Investment Advisers’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Cetera Investment Advisers’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 Q1	$3.54M	Buy	153,359 +2,180	+1%	+$50.6K	﹤0.01%	1761
2025 Q4	$3.53M	Sell	151,179 -44,904	-23%	-$1.05M	﹤0.01%	1716
2025 Q3	$4.63M	Buy	196,083 +3,269	+2%	+$77.3K	0.01%	1458
2025 Q2	$4.54M	Buy	192,814 +38,206	+25%	+$895K	0.01%	1251
2025 Q1	$3.65M	Buy	154,608 +9,203	+6%	+$220K	0.01%	1318
2024 Q4	$3.48M	Buy	145,405 +30,706	+27%	+$736K	0.01%	1262
2024 Q3	$2.73M	Buy	114,699 +4,000	+4%	+$95.3K	0.01%	1385
2024 Q2	$2.64M	Buy	110,699 +7,164	+7%	+$171K	0.01%	1370
2024 Q1	$2.48M	Buy	+103,535	New	+$2.49M	0.01%	1410

Other funds holding SEIX

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Virtus Fixed Income Advisers Hartford, Connecticut $123M AUM 1.22% 1-Year Est. Return

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Illumine Investment Management Poulsbo, Washington $130M AUM 30.01% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return