Elevated Capital Advisors’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Elevated Capital Advisors’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	$49.9K	Sell	2,156 -4,727	-69%	-$110K	0.01%	336
2026 Q1	$159K	Sell	6,883 -827	-11%	-$19.2K	0.04%	250
2025 Q4	$180K	Buy	+7,710	New	+$181K	0.04%	265
2025 Q3	–	Sell	-9,356	Closed	-$221K	–	261
2025 Q2	$221K	Hold	9,356	–	–	0.06%	246
2025 Q1	$221K	Sell	9,356 -1,252	-12%	-$29.9K	0.06%	246
2024 Q4	$254K	Buy	+10,608	New	+$254K	0.07%	241

Other funds holding SEIX

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Virtus Fixed Income Advisers Hartford, Connecticut $158M AUM 0.51% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Navis Wealth Advisors Rye Brook, New York $264M AUM 35.41% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Illumine Investment Management Poulsbo, Washington $144M AUM 33.61% 1-Year Est. Return

Elevated Capital Advisors's SEIX Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Virtus SEIX Senior Loan ETF (SEIX) stake by 69% in Q2 2026, selling an estimated $110K and leaving 2,156 shares worth $49.9K. The position accounts for 0.01% of the portfolio, ranked #336.

Elevated Capital Advisors first reported a position in SEIX in Q4 2024 and has held it in 6 quarters since. The position peaked at $254K in Q4 2024. 70 funds tracked by Wall St. Rank hold SEIX as of Q2 2026.

Elevated Capital Advisors held 2,156 shares of Virtus SEIX Senior Loan ETF worth $49.9K as of Q2 2026.
Elevated Capital Advisors sold 4,727 Virtus SEIX Senior Loan ETF shares in Q2 2026, an estimated $110K.
Virtus SEIX Senior Loan ETF made up 0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #336 holding.
Elevated Capital Advisors first reported a position in Virtus SEIX Senior Loan ETF in Q4 2024 and has held it in 6 quarters since.
Elevated Capital Advisors's Virtus SEIX Senior Loan ETF position peaked at $254K in Q4 2024.
70 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.