Decker Retirement Planning’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Decker Retirement 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 Q3	$10.5K	Buy	455 +155	+52%	+$3.6K	﹤0.01%	184
2026 Q2	$6.94K	Hold	300	–	–	﹤0.01%	254
2026 Q1	$6.92K	Hold	300	–	–	﹤0.01%	188
2025 Q4	$7K	Hold	300	–	–	﹤0.01%	181
2025 Q3	$7.08K	Hold	300	–	–	﹤0.01%	171
2025 Q2	$7.07K	Hold	300	–	–	﹤0.01%	189
2025 Q1	$7.08K	Hold	300	–	–	﹤0.01%	135
2024 Q4	$7.18K	Buy	+300	New	+$7.19K	﹤0.01%	289

Other funds holding SEIX

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Destiny Wealth Partners Tavares, Florida $978M AUM 13.01% 1-Year Est. Return

Virtus Fixed Income Advisers Hartford, Connecticut $170M AUM 1.48% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Illumine Investment Management Poulsbo, Washington $144M AUM 33.61% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Synergy Asset Management Vancouver, Washington $1.09B AUM 33.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Decker Retirement Planning's SEIX Position: Q3 2026 in Review

Decker Retirement Planning increased its Virtus SEIX Senior Loan ETF (SEIX) stake by 52% in Q3 2026, buying an estimated $3.6K and bringing the position to 455 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #184.

Decker Retirement Planning first reported a position in SEIX in Q4 2024 and has held it in 8 quarters since. 53 funds tracked by Wall St. Rank hold SEIX as of Q3 2026.

Decker Retirement Planning held 455 shares of Virtus SEIX Senior Loan ETF worth $10.5K as of Q3 2026.
Decker Retirement Planning bought 155 Virtus SEIX Senior Loan ETF shares in Q3 2026, an estimated $3.6K.
Virtus SEIX Senior Loan ETF made up ﹤0.01% of Decker Retirement Planning's portfolio in Q3 2026, its #184 holding.
Decker Retirement Planning first reported a position in Virtus SEIX Senior Loan ETF in Q4 2024 and has held it in 8 quarters since.
53 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.