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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

VFIA

Virtus Fixed Income Advisers Hartford, Connecticut $123M AUM 1.22% 1-Year Est. Return

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

IIM

Illumine Investment Management Poulsbo, Washington $130M AUM 30.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Destiny Wealth Partners's SEIX Position: Q1 2026 in Review

Destiny Wealth Partners increased its Virtus SEIX Senior Loan ETF (SEIX) stake by 1.7% in Q1 2026, buying an estimated $278K and bringing the position to 738,372 shares worth $17M. The position accounts for 1.86% of the portfolio, ranked #10.

Destiny Wealth Partners first reported a position in SEIX in Q2 2021 and has held it in 10 quarters since. 67 funds tracked by Wall St. Rank hold SEIX as of Q1 2026.

Destiny Wealth Partners held 738,372 shares of Virtus SEIX Senior Loan ETF worth $17M as of Q1 2026.
Destiny Wealth Partners bought 11,998 Virtus SEIX Senior Loan ETF shares in Q1 2026, an estimated $278K.
Virtus SEIX Senior Loan ETF made up 1.86% of Destiny Wealth Partners's portfolio in Q1 2026, its #10 holding.
Destiny Wealth Partners first reported a position in Virtus SEIX Senior Loan ETF in Q2 2021 and has held it in 10 quarters since.
67 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.