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Fiduciary Group’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

Fiduciary Group’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 		$414K Sell
17,915
-2,800
-14% -$65K 0.03% 236
2026
Q1 		$478K Buy
20,715
+2,200
+12% +$51K 0.04% 216
2025
Q4 		$432K Sell
18,515
-425
-2% -$9.96K 0.04% 222
2025
Q3 		$447K Hold
18,940
– – 0.04% 218
2025
Q2 		$446K Buy
18,940
+5,335
+39% +$125K 0.04% 206
2025
Q1 		$321K Buy
+13,605
New +$325K 0.03% 227

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

Fiduciary Group's SEIX Position: Q2 2026 in Review

Fiduciary Group reduced its Virtus SEIX Senior Loan ETF (SEIX) stake by 14% in Q2 2026, selling an estimated $65K and leaving 17,915 shares worth $414K. The position accounts for 0.03% of the portfolio, ranked #236.

Fiduciary Group first reported a position in SEIX in Q1 2025 and has held it in 6 quarters since. The position peaked at $478K in Q1 2026. 71 funds tracked by Wall St. Rank hold SEIX as of Q2 2026.

  • Fiduciary Group held 17,915 shares of Virtus SEIX Senior Loan ETF worth $414K as of Q2 2026.
  • Fiduciary Group sold 2,800 Virtus SEIX Senior Loan ETF shares in Q2 2026, an estimated $65K.
  • Virtus SEIX Senior Loan ETF made up 0.03% of Fiduciary Group's portfolio in Q2 2026, its #236 holding.
  • Fiduciary Group first reported a position in Virtus SEIX Senior Loan ETF in Q1 2025 and has held it in 6 quarters since.
  • Fiduciary Group's Virtus SEIX Senior Loan ETF position peaked at $478K in Q1 2026.
  • 71 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q2 2026.

Based on Fiduciary Group's 13F filing for Q2 2026, filed 10 Aug 2026.