Creative Planning’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Creative 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	$1.34M	Buy	57,740 +545	+1%	+$12.7K	﹤0.01%	2409
2026 Q1	$1.32M	Sell	57,195 -1,082	-2%	-$25.1K	﹤0.01%	2237
2025 Q4	$1.36M	Sell	58,277 -1,032	-2%	-$24.2K	﹤0.01%	2037
2025 Q3	$1.4M	Buy	+59,309	New	+$1.4M	﹤0.01%	1825

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

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

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 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

Creative Planning's SEIX Position: Q2 2026 in Review

Creative Planning increased its Virtus SEIX Senior Loan ETF (SEIX) stake by 0.95% in Q2 2026, buying an estimated $12.7K and bringing the position to 57,740 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2409.

Creative Planning first reported a position in SEIX in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.4M in Q3 2025. 71 funds tracked by Wall St. Rank hold SEIX as of Q2 2026.

Creative Planning held 57,740 shares of Virtus SEIX Senior Loan ETF worth $1.34M as of Q2 2026.
Creative Planning bought 545 Virtus SEIX Senior Loan ETF shares in Q2 2026, an estimated $12.7K.
Virtus SEIX Senior Loan ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2409 holding.
Creative Planning first reported a position in Virtus SEIX Senior Loan ETF in Q3 2025 and has held it in 4 quarters since.
Creative Planning's Virtus SEIX Senior Loan ETF position peaked at $1.4M in Q3 2025.
71 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.