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Creative Financial Designs’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Creative Financial Designs’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
2022
Q4 		– Sell
-1,195
Closed -$28K – 1347
2022
Q3 		$28K Hold
1,195
– – ﹤0.01% 663
2022
Q2 		$28K Hold
1,195
– – ﹤0.01% 663
2022
Q1 		$29K Hold
1,195
– – ﹤0.01% 692
2021
Q4 		$30K Hold
1,195
– – ﹤0.01% 677
2021
Q3 		$30K Buy
+1,195
New +$30K 0.01% 757

Other funds holding SEIX

SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
RC
Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Creative Financial Designs's SEIX Position: Q4 2022 in Review

Creative Financial Designs sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q4 2022, closing a stake of 1,195 shares — an estimated $28K sold.

Creative Financial Designs first reported a position in SEIX in Q3 2021 and held it in 5 quarters. The position peaked at $30K in Q4 2021. 18 funds tracked by Wall St. Rank hold SEIX as of Q4 2022.

  • Creative Financial Designs reported no remaining Virtus SEIX Senior Loan ETF position as of Q4 2022 after selling out during the quarter.
  • Creative Financial Designs sold 1,195 Virtus SEIX Senior Loan ETF shares in Q4 2022, an estimated $28K.
  • Creative Financial Designs first reported a position in Virtus SEIX Senior Loan ETF in Q3 2021 and held it in 5 quarters.
  • Creative Financial Designs's Virtus SEIX Senior Loan ETF position peaked at $30K in Q4 2021.
  • 18 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q4 2022.

Based on Creative Financial Designs's 13F filing for Q4 2022, filed 1 Feb 2023.