Commonwealth Equity Services
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Commonwealth Equity Services’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Commonwealth Equity Services’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 		– Sell
-14,155
Closed -$330K – 4436
2025
Q4 		$330K Sell
14,155
-16,783
-54% -$393K ﹤0.01% 3571
2025
Q3 		$730K Sell
30,938
-11,641
-27% -$275K ﹤0.01% 2856
2025
Q2 		$1M Sell
42,579
-109,412
-72% -$2.56M ﹤0.01% 2553
2025
Q1 		$3.59M Buy
151,991
+4,347
+3% +$104K 0.01% 1509
2024
Q4 		$3.53M Buy
147,644
+128,854
+686% +$3.09M 0.01% 1463
2024
Q3 		$447K Sell
18,790
-2,862
-13% -$68.2K ﹤0.01% 2984
2024
Q2 		$516K Sell
21,652
-357
-2% -$8.54K ﹤0.01% 2808
2024
Q1 		$527K Sell
22,009
-309
-1% -$7.43K ﹤0.01% 2775
2023
Q4 		$534K Buy
22,318
+1,274
+6% +$30.4K ﹤0.01% 2653
2023
Q3 		$503K Buy
21,044
+11,769
+127% +$281K ﹤0.01% 2584
2023
Q2 		$219K Buy
+9,275
New +$218K ﹤0.01% 3330

Other funds holding SEIX

DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services's SEIX Position: Q1 2026 in Review

Commonwealth Equity Services sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q1 2026, closing a stake of 14,155 shares — an estimated $330K sold.

Commonwealth Equity Services first reported a position in SEIX in Q2 2023 and held it in 11 quarters. The position peaked at $3.59M in Q1 2025. 67 funds tracked by Wall St. Rank hold SEIX as of Q1 2026.

  • Commonwealth Equity Services reported no remaining Virtus SEIX Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 14,155 Virtus SEIX Senior Loan ETF shares in Q1 2026, an estimated $330K.
  • Commonwealth Equity Services first reported a position in Virtus SEIX Senior Loan ETF in Q2 2023 and held it in 11 quarters.
  • Commonwealth Equity Services's Virtus SEIX Senior Loan ETF position peaked at $3.59M in Q1 2025.
  • 67 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.