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Diversify Advisory Services’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Diversify Advisory Services’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
2024
Q3 		– Sell
-11,410
Closed -$272K – 678
2024
Q2 		$272K Buy
11,410
+1,709
+18% +$40.9K 0.01% 534
2024
Q1 		$233K Buy
+9,701
New +$233K 0.01% 584

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VFA
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FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
RC
Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Diversify Advisory Services's SEIX Position: Q3 2024 in Review

Diversify Advisory Services sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q3 2024, closing a stake of 11,410 shares — an estimated $272K sold.

Diversify Advisory Services first reported a position in SEIX in Q1 2024 and held it in 2 quarters. The position peaked at $272K in Q2 2024. 49 funds tracked by Wall St. Rank hold SEIX as of Q3 2024.

  • Diversify Advisory Services reported no remaining Virtus SEIX Senior Loan ETF position as of Q3 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 11,410 Virtus SEIX Senior Loan ETF shares in Q3 2024, an estimated $272K.
  • Diversify Advisory Services first reported a position in Virtus SEIX Senior Loan ETF in Q1 2024 and held it in 2 quarters.
  • Diversify Advisory Services's Virtus SEIX Senior Loan ETF position peaked at $272K in Q2 2024.
  • 49 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q3 2024.

Based on Diversify Advisory Services's 13F filing for Q3 2024, filed 25 Oct 2024.