Diversify Wealth Management’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Diversify Wealth Management’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	$257K	Buy	11,070 +728	+7%	+$16.9K	﹤0.01%	1014
2025 Q4	$242K	Sell	10,342 -5,621	-35%	-$132K	0.01%	562
2025 Q3	$374K	Sell	15,963 -3,785	-19%	-$89.5K	0.02%	422
2025 Q2	$467K	Sell	19,748 -13,706	-41%	-$321K	0.03%	380
2025 Q1	$781K	Sell	33,454 -12,034	-26%	-$287K	0.06%	278
2024 Q4	$1.09M	Sell	45,488 -233	-0.5%	-$5.58K	0.09%	205
2024 Q3	$1.09M	Sell	45,721 -1,350	-3%	-$32.2K	0.11%	188
2024 Q2	$1.12M	Buy	+47,071	New	+$1.13M	0.14%	152

Other funds holding SEIX

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

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

Diversify Wealth Management's SEIX Position: Q1 2026 in Review

Diversify Wealth Management increased its Virtus SEIX Senior Loan ETF (SEIX) stake by 7% in Q1 2026, buying an estimated $16.9K and bringing the position to 11,070 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Diversify Wealth Management first reported a position in SEIX in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.12M in Q2 2024. 67 funds tracked by Wall St. Rank hold SEIX as of Q1 2026.

Diversify Wealth Management held 11,070 shares of Virtus SEIX Senior Loan ETF worth $257K as of Q1 2026.
Diversify Wealth Management bought 728 Virtus SEIX Senior Loan ETF shares in Q1 2026, an estimated $16.9K.
Virtus SEIX Senior Loan ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #1014 holding.
Diversify Wealth Management first reported a position in Virtus SEIX Senior Loan ETF in Q2 2024 and has held it in 8 quarters since.
Diversify Wealth Management's Virtus SEIX Senior Loan ETF position peaked at $1.12M in Q2 2024.
67 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.