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

Echo 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
2023
Q1 		– Sell
-8,553
Closed -$202K – 44
2022
Q4 		$202K Buy
+8,553
New +$200K 0.22% 42

Other funds holding SEIX

SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
RC
Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return

Echo Wealth Management's SEIX Position: Q1 2023 in Review

Echo Wealth Management sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q1 2023, closing a stake of 8,553 shares — an estimated $202K sold.

Echo Wealth Management first reported a position in SEIX in Q4 2022 and held it in 1 quarter. The position peaked at $202K in Q4 2022. 22 funds tracked by Wall St. Rank hold SEIX as of Q1 2023.

  • Echo Wealth Management reported no remaining Virtus SEIX Senior Loan ETF position as of Q1 2023 after selling out during the quarter.
  • Echo Wealth Management sold 8,553 Virtus SEIX Senior Loan ETF shares in Q1 2023, an estimated $202K.
  • Echo Wealth Management first reported a position in Virtus SEIX Senior Loan ETF in Q4 2022 and held it in 1 quarter.
  • Echo Wealth Management's Virtus SEIX Senior Loan ETF position peaked at $202K in Q4 2022.
  • 22 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q1 2023.

Based on Echo Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.