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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
Q2 		– Sell
-11,070
Closed -$257K – 1334
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 $709M AUM 19.96% 1-Year Est. Return
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

Diversify Wealth Management's SEIX Position: Q2 2026 in Review

Diversify Wealth Management sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q2 2026, closing a stake of 11,070 shares — an estimated $257K sold.

Diversify Wealth Management first reported a position in SEIX in Q2 2024 and held it in 8 quarters. The position peaked at $1.12M in Q2 2024. 71 funds tracked by Wall St. Rank hold SEIX as of Q2 2026.

  • Diversify Wealth Management reported no remaining Virtus SEIX Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
  • Diversify Wealth Management sold 11,070 Virtus SEIX Senior Loan ETF shares in Q2 2026, an estimated $257K.
  • Diversify Wealth Management first reported a position in Virtus SEIX Senior Loan ETF in Q2 2024 and held it in 8 quarters.
  • Diversify Wealth Management's Virtus SEIX Senior Loan ETF position peaked at $1.12M in Q2 2024.
  • 71 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.