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Destiny Wealth Partners’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Destiny Wealth Partners’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 		$13.5M Sell
582,615
-155,757
-21% -$3.62M 1.9% 18
2026
Q1 		$17M Buy
738,372
+11,998
+2% +$278K 1.86% 10
2025
Q4 		$16.9M Buy
726,374
+706,339
+3,526% +$16.6M 1.94% 14
2025
Q3 		$473K Buy
+20,035
New +$474K 0.06% 129
2023
Q1 		– Sell
-840
Closed -$19.5K – 558
2022
Q4 		$19.5K Hold
840
– – ﹤0.01% 402
2022
Q3 		$19K Sell
840
-14,174
-94% -$333K ﹤0.01% 361
2022
Q2 		$347K Sell
15,014
-134,787
-90% -$3.25M 0.08% 105
2022
Q1 		$3.7M Sell
149,801
-181,802
-55% -$4.52M 0.72% 46
2021
Q4 		$8.3M Buy
331,603
+15,649
+5% +$394K 1.6% 19
2021
Q3 		$7.95M Sell
315,954
-34,632
-10% -$869K 1.6% 20
2021
Q2 		$8.76M Buy
+350,586
New +$8.73M 1.68% 17

Other funds holding SEIX

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Destiny Wealth Partners's SEIX Position: Q2 2026 in Review

Destiny Wealth Partners reduced its Virtus SEIX Senior Loan ETF (SEIX) stake by 21% in Q2 2026, selling an estimated $3.62M and leaving 582,615 shares worth $13.5M. The position accounts for 1.9% of the portfolio, ranked #18.

Destiny Wealth Partners first reported a position in SEIX in Q2 2021 and has held it in 11 quarters since. The position peaked at $17M in Q1 2026. 71 funds tracked by Wall St. Rank hold SEIX as of Q2 2026.

  • Destiny Wealth Partners held 582,615 shares of Virtus SEIX Senior Loan ETF worth $13.5M as of Q2 2026.
  • Destiny Wealth Partners sold 155,757 Virtus SEIX Senior Loan ETF shares in Q2 2026, an estimated $3.62M.
  • Virtus SEIX Senior Loan ETF made up 1.9% of Destiny Wealth Partners's portfolio in Q2 2026, its #18 holding.
  • Destiny Wealth Partners first reported a position in Virtus SEIX Senior Loan ETF in Q2 2021 and has held it in 11 quarters since.
  • Destiny Wealth Partners's Virtus SEIX Senior Loan ETF position peaked at $17M in Q1 2026.
  • 71 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.