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

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Virtus Fixed Income Advisers Hartford, Connecticut $158M AUM 0.51% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Navis Wealth Advisors Rye Brook, New York $264M AUM 35.41% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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. 70 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.
70 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.