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Cornerstone Planning Group’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Cornerstone Planning Group’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 		$232K Buy
10,001
+205
+2% +$4.76K 0.03% 161
2026
Q1 		$228K Sell
9,796
-18,568
-65% -$431K 0.03% 158
2025
Q4 		$662K Buy
28,364
+28,273
+31,069% +$663K 0.1% 73
2025
Q3 		$17.3K Sell
91
-25,864
-100% -$611K ﹤0.01% 625
2025
Q2 		$613K Buy
25,955
+284
+1% +$6.65K 0.13% 46
2025
Q1 		$597K Buy
25,671
+438
+2% +$10.5K 0.14% 39
2024
Q4 		$605K Buy
25,233
+203
+0.8% +$4.86K 0.15% 37
2024
Q3 		$599K Buy
25,030
+424
+2% +$10.1K 0.16% 36
2024
Q2 		$584K Buy
24,606
+162
+0.7% +$3.88K 0.17% 42
2024
Q1 		$584K Sell
24,444
-435
-2% -$10.5K 0.18% 35
2023
Q4 		$595K Buy
24,879
+37
+0.1% +$883 0.2% 36
2023
Q3 		$593K Buy
24,842
+7,415
+43% +$177K 0.23% 39
2023
Q2 		$411K Buy
+17,427
New +$409K 0.16% 59
2022
Q4 		$401K Buy
+16,968
New +$396K 0.17% 68

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

Cornerstone Planning Group's SEIX Position: Q2 2026 in Review

Cornerstone Planning Group increased its Virtus SEIX Senior Loan ETF (SEIX) stake by 2.1% in Q2 2026, buying an estimated $4.76K and bringing the position to 10,001 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #161.

Cornerstone Planning Group first reported a position in SEIX in Q4 2022 and has held it in 14 quarters since. The position peaked at $662K in Q4 2025. 71 funds tracked by Wall St. Rank hold SEIX as of Q2 2026.

  • Cornerstone Planning Group held 10,001 shares of Virtus SEIX Senior Loan ETF worth $232K as of Q2 2026.
  • Cornerstone Planning Group bought 205 Virtus SEIX Senior Loan ETF shares in Q2 2026, an estimated $4.76K.
  • Virtus SEIX Senior Loan ETF made up 0.03% of Cornerstone Planning Group's portfolio in Q2 2026, its #161 holding.
  • Cornerstone Planning Group first reported a position in Virtus SEIX Senior Loan ETF in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Virtus SEIX Senior Loan ETF position peaked at $662K in Q4 2025.
  • 71 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.